Advisor News
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Rare but powerful “charitable exits”: Know it when you see it
Nov 20, 2025
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may…
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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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