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.
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”)
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…
Yesterday, the Internal Revenue Service (the “Service”) issued an EO Update bulletin, which addressed nine topics relevant to tax-exempt organizations. The first of those topics helped further clarify information contained
