Your Resource Blog

  • Professional Advisors Blog
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September Newsletter

Published: Your September Content. A note from Joe, trends to watch, and gifts of stock and estate planning
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August Newsletter

Published: Your August Content. A note from Joe, Make-A-Will month, counseling your charitable clients on identifying their why, and passing wealth to children.
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Gifts of Real Estate: Watch Every Step

Published: We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This blog outlines the general process to achieve the best tax outcome and overall charitable result.
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July Newsletter

Published: Your July Content. A note from Joe, the Giving USA's 2023 study on charitable giving, and multi-generational wealth transfer plans.
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