Advisors Tip - Meeting Clients in the Moment After Passover

For your Jewish clients, Passover is a season rooted in reflection on freedom, legacy, and the responsibility to care for others. In the days and weeks following the holiday, these themes are often still top of mind, creating a natural and meaningful entry point for conversations around phil…

Serving charitable clients: Dual strategies emerge

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are creating un…

Behind clients’ anxiety: It’s not all because of taxes

It’s not unusual to be on edge during tax season. Research suggests that one in three taxpayers report that the thought of filing taxes makes them want to cry! The dread of owing money, the complexity of reporting requirements, and the anxiety of waiting for a refund can take its toll. Wha…

Keep going: Why donor-advised funds are still essential

For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the 0.5% “floor” and 3…

Planning for clients’ incapacity: Why charitable intentions matter

The team at Tidewater Jewish Foundation is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you routinely determine the best way to incorporate philanthropic intentions into …