January 2024 | Advisor's Blog | Tidewater Jewish Foundation

January 2024

17 Posts from the Advisor's Blog Archive

Home Is Where The Heart Is: Moving A Donor-Advised Fund

What’s Unfolding: How To Address Potential Tax Law Changes

Three insights worth a quick peek

Always top of mind: The donor-advised fund’s broad appeal

Gifts Of Real Estate: Watch Every Step

Less Can Be More: Charitable Giving Helps Parents Pass Wealth To Children

Legal Developments: We're Watching!

Advising The Charitable Millionaire Next Door

Tax Credits STILL Available. Act Now!

Spotting Opportunity: Commercial Fund vs. Community Foundation

Placeholder Funds for Charitable Clients Who Are Planning Ahead

Unrestricted giving, the trust factor, and why it matters to your clients