Advisor News
-
Wake up call: OBBA changes and client conversations
Jun 4, 2026
For many attorneys, CPAs and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients. While you’ve been busy reading dozens of…
Continue reading -
Communication is key when transferring a private foundation
Apr 27, 2026
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn to whether this structure still makes sense. What began as a seemingly logical vehicle for organizing a…
Continue reading -
Professional Advisor Spotlight: Carolyn DeVaughn
Mar 23, 2026
“I love learning,” noted Carolyn DeVaughn. “And the legal profession is, at its core, a profession of constant learning. Whether you’re learning about people and their needs, about our community,…
Continue reading -
Case study: Business owners exit with a family legacy
Mar 4, 2026
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to…
Continue reading -
Worth a look: Charitable gifts of real estate
Feb 10, 2026
If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option to fund charitable giving. Real estate is the largest asset class in the world, yet various industry…
Continue reading