Blog
Prepare for tax season with smart year-end tax planning strategies. Learn how to reduce your tax bill, maximize deductions, and align your finances for 2025 with expert-backed tips.
12/2/2024
Blog
Discover how strategic charitable giving can boost your impact and reduce taxes. Explore advanced tools like CRTs, CLTs, DAFs & pooled-income funds to transform your financial future while supporting causes you care about.
9/19/2024
Blog
Embrace Charitable Giving Tuesday by creating a giving plan, donating wisely, and maximizing tax benefits to give back and find fulfillment this season.
11/21/2023
Blog
Maximize your charitable impact and tax benefits with a Donor Advised Fund. Learn how DAFs work, their advantages, and how to choose the right sponsoring organization.
3/21/2023
Blog
Explore ways to make a difference through money, time, or career choices. Learn how to align your wealth and priorities with meaningful impact.
10/7/2021
Blog
Social distancing doesn’t have to mean social isolation. Discover practical ways to stay connected, boost mental health, and find purpose during the COVID-19 pandemic.
4/2/2020
Blog
Discover how charitable LLCs offer business owners a flexible, tax-efficient alternative to private foundations. Learn the benefits of control, privacy, and strategic giving through this innovative estate planning tool.
10/29/2019