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February 11, 2025
Using and Misusing the Marital Deduction: Takeaways from January's Distinguished Speakers Series
December 5, 2024
Strategic Planning, Flexibility, and Long-Term Solutions for Your Professional Practice: Takeaways from November's Distinguished Speakers Series
December 4, 2024
2024 Year-End Giving Deadlines
December 4, 2024
Popular Year-End Strategies for Impact-Focused Philanthropists
November 13, 2024
Charitable Gifting Strategies
October 9, 2024
Tax Smart Charitable Giving, Especially with Retirement Assets: Takeaways from September's Distinguished Speakers Series
September 11, 2024
Talking With Your Client About Charitable Giving
May 28, 2024
In Defense of the Donor-Advised Fund
May 23, 2024