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Reasons to celebrate
Advisor Blog
Reasons to Celebrate Charitable Giving and Three Steps to Engage Your Clients
October 1, 2025
There’s a lot to celebrate in October, including National Estate Planning Week – October 20-26, 2025. For many attorneys, financial advisors, and CPAs, estate planning is part of your client […]
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Three clients. Three solutions. One common theme.
Advisor Blog
Three clients. Three solutions. One common theme.
October 1, 2025
As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, […]
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Inherited IRAs
Advisor Blog
Inherited IRAs: A Charitable Solution?
October 1, 2025
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for […]
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Advisor Blog, CFAAC In the News, CFAAC Press Release
FOR IMMEDIATE RELEASE: CFAAC Inducts Jessica Walsh into PARS
September 25, 2025
FOR IMMEDIATE RELEASE CONTACT: Mary Spencer, President & CEO, CFAAC mary@cfaac.org | 410.280.1102 COMMUNITY FOUNDATION INDUCTS JESSICA WALSH INTO PROFESSIONAL ADVISOR RECOGNITION SOCIETY (Annapolis, MD, September 25, 2025) The Commun...
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