It’s an election year, which means you may have more questions than answers as you work with your advisors to build out your financial and estate plans. In particular, the looming sunset of key provisions ...

Among the many benefits of discussing charitable giving with your clients is that they will view you not only as a transactional advisor, but also as a trusted professional who is knowledgeable about local community ...

By Josh Dukelow, gift planning officer Potential tax reform has seemed ever-present on the federal legislative agenda for the last few years. There are signs, though, that we may be getting clarity soon. First, SECURE ...

Even for accountants, attorneys, and financial advisors, the rules and regulations governing taxation in the United States can become overwhelming if you are not paying attention every day to the developments in your area of ...

By Josh Dukelow, gift planning officer In June, the IRS issued its annual “Dirty Dozen” list, highlighting specific tax-planning strategies that might trigger further review for potential tax-avoidance. They are hiring up to 200 additional ...