Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption limits.
From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
IRS cracks down on abusive tax schemes.
Donors are starting to use new and existing corporate structures to bring about social change.
A critical step in the giving process.
Avoiding excise taxes before it’s too late.
How IRC Section 501(c)(4) organizations can help clients meet their goals.
It’s not enough to show that it isn’t held as an investment or to produce income.
The Giving USA Report provides insights to help meet our clients’ situations and goals
Issues on the radar include disaster relief, DAFs and crypto philanthropy.