A change of administrations in Washington means policy changes, and only one month into the second Trump Administration we have seen policies changing at a startling pace.
On January 7, 2025, President Trump issued an Executive Order establishing the White House Faith Office (the “Office”).
Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as apart of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”)
Many tax-exempt organizations desire to construct clean energy initiatives on their property. What many tax-exempt organizations are not…
An ideal client for a dynasty trust is typically someone with substantial wealth and a desire to create a lasting financial legacy for their
The Corporate Transparency Act (“CTA”) is a new law that will require most of our clients to report information regarding their…
Giving Tuesday began in 2012 with a simple idea: a day dedicated to inspiring people to do good. Over the years, it has evolved into a…
Designing Your Family’s Philanthropy: DAFs, Private Foundations, and Supporting Organizations A “school of virtue” – that’s how…
California Assembly Bill 150 (“AB 150”) is the long awaited California “work around” to the federal income tax deduction limitation on…
Last Friday, February 5, in a 6-3 decision, the U.S. Supreme Court ordered the State of California not to enforce its ban on indoor worship
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