Advisor Newsletters
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal ...
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Donor-Advised Funds: Flexible, Tax-Friendly, and Just the Beginning
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular ...
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Keep going: Why Donor-Advised Funds Are Still Essential
The end of 2025 brought a whirlwind of charitable planning activity since many taxpayers wanted to maximize the tax benefits of their charitable donations before the 0.5% “floor” and 35% ...
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For your clients who love local causes, GPCF is the place
Your clients probably give to a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board ...
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Client Reminders For 2026
When you are meeting with clients, consider sharing this information to build relationships and support our county. 1. Social Security COLA increases Retirees are a unique group when it comes to ...
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