Homepage

Homepage
Advisor Blog
Alarm Clock Ringing
Advisor Blog
Wakeup Call: OBBA Changes and Client Conversations
May 4, 2026
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act (OBBA) are old news. That is not the case for many of […]
Read More
Brilliant Blue Butterfly in the middle of trandation orange monarch butterflies.
Advisor Blog
Rare but Useful: Planning with Charitable Lead Trusts
May 4, 2026
Charitable lead trust is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy […]
Read More
Red Paper heart crumpled and torn in half with a wedding ring on each side.
Advisor Blog
Calling it Splits: What Happens to Charitable Assets in a Divorce?
May 4, 2026
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish Donor Advised Funds and other types of funds at the […]
Read More
Teddy bear holding a plush heart on a table at sunset.
Advisor Blog
Case study: Charitable Giving in a Down Market
April 1, 2026
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately […]
Read More

Connect

Sign-Up for CFAAC's Newsletter
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.