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

Possible changes in the tax law will give attorneys, CPAs, and financial advisors a lot to talk about with high net-worth clients, especially related to potential changes to the estate tax exemption, which has historically been a hot button. It still needs to be determined whether or not a p…

Three insights worth a quick peek

You're busy as 2024 draws to a close! The Tidewater Jewish Foundation (TJF) team is committed to researching, curating, and keeping you up-to-date on the latest trends and developments that could impact your clients’ charitable giving strategies. If you only have 60 seconds, we recommend s…

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

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

Over the last few years, your clients have likely been hearing more and more about donor-advised funds. That is no accident; these vehicles are steadily gaining popularity. What your clients might not know, however, is that they ca…

Gifts Of Real Estate: Watch Every Step

Gifts Of Real Estate: Watch Every Step

We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! 

You’re certainly aware that gifts of real estate to a fund at the…

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

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

How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions o…