Table of Contents – 2025
Featured News
Advisor Blog, Featured
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
Advisor Blog
January 2, 2026
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, […]
Advisor Blog
January 2, 2026
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize […]
Advisor Blog
January 2, 2026
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact […]
Capital Gazette Column
December 16, 2025
By John Rodenhausen, CFAAC President and CEO My Greek father-in-law, Dimitri, taught me a lot about the importance of words and their meaning. Through many years of working in nonprofits, […]