Research shows that advisors significantly underestimate the importance of charitable giving to their clients, sometimes missing out on opportunities to build relationships and their business too. Do you counsel your

In 2017, the Tax Cuts and Jobs Act (TCJA) dramatically increased the standard deduction, decreasing the amount of people who claim a deduction for their charitable contributions. With provisions of

Would you like to give more but simply don’t have the cash flow? What if your most valuable asset – your business – could be used to dramatically increase, even