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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.
If you keep an eye on initial public offerings (IPOs), it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted—including charitable planning.
“Charitable lead trust” is far from a household word, and you may not encounter the need for one very often in your practice. However, in the right client situations, they can be a valuable planning tool.
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are already familiar. That is not necessarily the case for many of your clients.
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