This article is the first in a new column, Personal Financial Planning, covering the role of CPAs in advising individuals and ...

The end of the year is a crucial time for charitable giving. Whether you are giving cash, stock, or using your IRA to make a qualified charitable distribution, meeting specific year-end deadlines is ...

The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.” For those who are unfamiliar, this was one of the ...

The article warns that small tax law changes can erode charitable benefits over time. It highlights both positive updates and significant new limits starting in 2026. The advice: act now and consult a ...

UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...

As wealth management advisers, you play a pivotal role in helping your clients achieve not only their financial goals but also their philanthropic aspirations. For clients who want to leave a ...

A charitable gift annuity is a contract between you and Jewish Federation of Metropolitan Chicago. You transfer property to Jewish Federation of Metropolitan Chicago. In exchange we pay you fixed ...

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.

A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most ...

Looking to make a difference on #GivingTuesday? With charitable gifts trending down, nonprofits are hoping for a bump in generosity. Here are a few ways to maximize your gifts. Chances are that your ...