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Filing taxes receipts

Professional Advisors

It’s not too early for spring cleaning: Make this the year to help clients get organized 

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.

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Professional Advisors

Celebrating the new Legacy IRA and a boost for QCDs

What you need to know about the Consolidated Appropriations Act passed into law late 2022 and how it impacts charitable giving opportunities.

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Professional Advisors

Five of 2022’s most-asked questions about Qualified Charitable Distributions

Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion. Click here for answers to the questions we’ve been asked most frequently this year by both advisors and donors. Be on the lookout for these and other client questions, and please do not hesitate to reach out to the community foundation for assistance.