专业顾问

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.

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.

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

A donor-advised fund offers a centralized way to manage gifts of cash, appreciated stock, and other assets while maintaining flexibility

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:

As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to be acknowledged and recognized?

What is a Charitable Remainder Trust (CRT)? For many attorneys, CPAs, and financial advisors, CRTs can be a powerful solution for the right client. Here's everything you need to know.

The One Big Beautiful Bill Act was signed into law on July 4, 2025. Here are the key takeaways that will impact philanthropy.

作为客户值得信赖的顾问，您已经帮助客户打造了他们的财务未来，而我们也将帮助他们打造慈善遗产。

2025 年初，一场毁灭性的加州野火肆虐了洛杉矶周围的社区，在此之后，你们的许多客户都渴望为受灾者提供援助，这是可以理解的。

当您和其他律师、注册会计师以及财务顾问为客户的年终慈善捐赠计划做最后的收尾工作时，您可能会有这样的想法："等等，合格慈善分配到底是如何运作的？

许多人在秋季关注慈善捐赠，因为他们渴望在发挥影响力的同时享受潜在的税收优惠。

卡尔-林德尔（Carl Lindell）和莉达-林德尔（Lyda Lindell）博士一直以慈善家著称。他们在坦帕湾工作期间，支持了当地和全球的许多非营利组织、活动和事业。

正如《纽约时报》"The Daily "最近的一集播客中所强调的那样，加密货币重新受到欢迎。

到 2022 年 8 月，市场全年下跌，通胀同比上升。

企业主们在享受了夏季的轻松活力后，理所当然地会对出售企业带来的 "长假 "产生遐想！

八月是全国立遗嘱月。这意味着您的客户在本月可能会比往常更多地阅读有关遗产规划的文章和听到有关遗产规划的消息，因此接下来的几周是促使您的客户重新审视其遗产规划的大好时机--如果他们还没有立遗嘱和信托的话，也可以按顺序立遗嘱和信托。

向子孙后代灌输慈善捐赠的理念乍看起来似乎很容易，但从何入手，又如何使其持续下去呢？

在过去的几个月里，有关人工智能能力的新闻激增。作为律师、会计师和财务顾问，毫无疑问，你们都在密切关注这些发展，一方面是因为其中涉及潜在的法律问题，另一方面也是因为人工智能可以提升你们的工作。

您的慈善客户很可能可以证明，他们所支持的许多非营利组织的日子都不好过。

请联系我们的慈善团队成员，讨论这些值得关注的夏季话题。

在过去的几个月里，许多顾问注意到，客户关于在死后将其退休储蓄计划和其他退休计划留给慈善机构的咨询有所增加。

根据美国国税局的计划，计划投资于国税局升级的 800 亿美元中，大部分将用于 "提高富裕纳税人和企业的纳税遵从度"。

慈善扣税立法起起伏伏。改革提案层出不穷，导致《国内税收法》中有关慈善捐赠的条款时有变动。

一月份是开始帮助客户计划年度捐赠的好时机。