Aligning Business Transitions with Charitable Goals: What Advisors Should Know
If your client base includes business owners, you may already be familiar with the general benefits of giving closely-held business interests to charity. The specifics, however, can feel less clear. That is understandable. Most advisors encounter only a few of these opportunities over the course of their careers.
This Season of Giving: Key Opportunities to Support Your Clients
December is a meaningful time for many people. It is a season of reflection, generosity, and planning for the year ahead. As the year draws to a close, there is still plenty of time to support clients who are making their December giving decisions.
For members of our Tampa Bay community who wish to support rescue and recovery efforts, we encourage you to direct your gifts to these trusted organizations.