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Advisor Blog
August 4, 2025
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination. A survey of 1,007 U.S. high net worth individuals […]
Advisor Blog
August 4, 2025
At the Community Foundation, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, help your clients maximize […]
Advisor Blog
August 4, 2025
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act […]
Advisor Blog
July 7, 2025
The One Big Beautiful Bill Act (OBBBA) was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, […]

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