Robert F. Sharpe, Jr. suggests ways clients can shift dollars saved from lower estate taxes to income tax savings and how the use of the charitable income tax deduction can restore and accelerate tax savings.

Help business clients achieve coherent philanthropy.

Private foundations, which are funded by an individual, family or corporation, reported an average 15 percent gain in 2017.

A thoughtful approach to making portfolios more conservative while still squeezing some returns from them.

How do these rising interest rates impact certain charitable planning techniques?

How to ensure clients reap the full tax benefits from their donations.

The new cap on deductions could foster new giving strategies that offer flexibility and greater tax efficiency.

The gains of 2017 could translate into increased charitable support in 2018.