Advisor News
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Donor-advised funds: Flexible, tax-friendly, and just the beginning
Nov 13, 2025
As attorneys, CPAs and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help…
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Professional Advisor Spotlight: Dave Burgio
Oct 27, 2025
Helping others achieve financial independence is a calling for Dave Burgio. “There's so much sacrifice that goes into everybody's financial decisions each and every day, and helping them make the…
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Tax savings while fulfilling charitable objectives
Oct 22, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients…
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The New Rules of Using IRAs for Giving
Sep 23, 2025
Let’s face it— the rules for using IRAs to give to charity were complicated before the One Big Beautiful Bill Act (OBBBA) got thrown into the mix. Let’s address five…
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One Big Beautiful Bill Act: Three big picture pointers
Sep 18, 2025
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill…
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