出版物
New York’s estate tax “cliff” creates a narrow but critical planning window: In 2026, estates near the state’s $7.35 million exclusion amount can face disproportionate tax consequences, making careful drafting and tools like charitable bequests and “Santa Clause” provisions essential to preserve more for heirs...
玛乔丽-戴-卡特（Marjorie Dey Carter）一生都在为他人敞开大门。作为锡拉丘兹市学区的第一位黑人教师，她教会了一代又一代的孩子看到自己的希望。在她去世后，她继承了这一传统，将她的遗产捐给了社区基金会，以加强她所热爱的社区。
Three clients, one common theme: In 2025, giving early, donating appreciated stock and using Qualified Charitable Distributions can help people save on taxes and support the charities they care about through the creation of a donor-advised or designated fund.
一个美丽的大法案》让慈善规划的时机变得至关重要：在 2026 年限额改变计算方法之前，2025 年为集中捐赠和最大化扣除提供了一个窗口。以下是顾问需要关注的内容--更高的标准扣除额、即将到来的非项目注销，以及社区基金会如何帮助客户执行明智的、与价值观一致的捐赠。