Professional Advisor Resources
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Case of the Week
Gifts from IRAs, Part 8
March 14, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 7
March 7, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 6
February 28, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Washington News
Direct File Expands to 25 States
March 14, 2025
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS...
Avoid the Top Tax Return Errors
March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic...
Prepare for Natural Disasters in 2025
February 28, 2025
As homeowners view the devastation from the Eaton and Pacific Palisades fires in Southern California, it is a good opportunity...
Article of the Month
Artificial Intelligence in Charitable Giving
March 1, 2025
As philanthropy evolves, so do the tools used to help secure charitable donations. Artificial intelligence has received immense attention over...
Unitrusts - Farms and Crops
February 1, 2025
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy...
Charitable Giving Opportunities in 2025
January 1, 2025
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider...
