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Community Foundation Tampa Bay is pleased to welcome Laurie Valentine, JD to the team. Laurie will serve as Counsel, Philanthropic Giving and has more than 40 years of legal and nonprofit leadership experience. “We are thrilled to have Laurie join our team after serving as Chair of our Pinellas Regional Council and on our Board of Trustees for many years. She brings a wealth of knowledge and experience to the Foundation,” said Sheila Kinman, CAP®, Senior Vice President of Philanthropy.
Many financial advisors remember when clients who inherited an IRA could stretch required withdrawals over their lifetimes, minimizing the annual income tax burden. That option changed
As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients, first and foremost as an act of generosity, but also as a powerful tool in tax planning. Consider the following hypothetical client situations:
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