by Michael King | January 2, 2025
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
by Michael King | December 9, 2024
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
by Michael King | February 7, 2023
Many businesses today have plans for charitable giving. They are led by men and women who view themselves as stewards, rather than owners, and the assets they manage as belonging