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顾问新闻与故事
Timing Is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans
The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a ...
3 Main Charitable Giving Changes
Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard ...
Top 10 Ways to Give Smarter with the 2025 Tax Law
2025 is a rare window to maximize both your charitable impact and your tax savings ...
Spotlight On: Susan R Schoenfeld, JD, LL.M. (TAXATION), CPA, MBA
In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and ...
2025 Partner in Philanthropy Award Recipient
William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and ...
Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but ...
Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning
Here’s a roundup of events and activities that we’ve led over the past year to ...
Advising The Charitable Millionaire Next Door
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...
2024 Partner in Philanthropy Award Recipient
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...
Timing Is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans
The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a ...
3 Main Charitable Giving Changes
Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard ...
Top 10 Ways to Give Smarter with the 2025 Tax Law
2025 is a rare window to maximize both your charitable impact and your tax savings ...
Spotlight On: Susan R Schoenfeld, JD, LL.M. (TAXATION), CPA, MBA
In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and ...
2025 Partner in Philanthropy Award Recipient
William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and ...
Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but ...
Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning
Here’s a roundup of events and activities that we’ve led over the past year to ...
Advising The Charitable Millionaire Next Door
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...
2024 Partner in Philanthropy Award Recipient
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...