“If This, Then That”: Scenarios to Consider as Tax Time Approaches
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great … Read More
News & Stories
For Clients Who Love Local Causes, The Community Foundation of Frederick County is the Place
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including … Read More
At a Loss for Words? Tips for Starting a Charitable Giving Conversation
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost … Read More
Event Tickets: Beware of the Split
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want … Read More
Charitable Giving Helps Parents Pass Wealth to Children
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate … Read More