Are Your Clients Selling a Business?
Don’t miss the opportunity to advise your clients of the potential to realize significant tax benefits by donating a portion of their business interests to a donor advised fund.
Read MoreDon’t miss the opportunity to advise your clients of the potential to realize significant tax benefits by donating a portion of their business interests to a donor advised fund.
Read MoreHow one business worked with the Community Foundation to structure a social impact program.
Read MorePhilanthropic planning is often an excellent way to involve the next generation. Bringing family members to the table increases the likelihood of keeping next-gen family members as clients. As you offer advice to your clients, learn how our most popular giving vehicle offers flexibility and benefits for your clients and their family members.
Read MoreSee the February 2022 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.
Read MoreSee the August 2021 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.
Read MoreThe recent sale of Raven Industries is a good reminder why donating appreciated stocks makes great sense.
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