Advisor Blog
April 2, 2024
In the Spotlight: Charitable Planning for Wealthy Clients
As you structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors who are truly helping their clients with charitable giving. The team at CFAAC is happy to help you start the philanthropy discussion with clients; we understand that it’s not always easy, but it is so important.