Finding potential charitable gift opportunities for clients can deepen the conversation about broader overall charitable planning for them.  There are a number of areas to point to that will help you recognize those giving opportunities that your clients may not have suspected were available. windfalls come...

Maybe there’s some favorable news for insurance agents and brokers, but don’t jump too high! Recall that the Tax Cuts and Jobs Act of 2017 (TCJA) lowered the highest tax rate on C-corporations to 21%. To afford at least a partially similar benefit to pass-through businesses (S-corporations, partnerships,...

An earlier article discussed Opportunity Recognition, one of the Four Cornerstones of building a successful charitable planning practice. Recall the reference to fundamental testamentary transfers - bequests by will. These transfers take place only upon the death of the donor and bequests by Will...