2023 Form 990
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, […]
Community Connector Monthly Newsletter
March 6, 2025
In this edition of the CFAAC Community Connector, find the latest news, inspiring stories, newly established funds, resources for those affected by federal policy changes, upcoming events, scholarship and grant […]
Capital Gazette Column
March 6, 2025
Giving as a family can bring everyone closer—not just to each other, but to the communities they support. A recent study revealed that 81% of parents who donate, report their […]
Advisor Blog
March 3, 2025
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job. Many attorneys, CPAs, and financial advisors regularly ask CFAAC to provide a refresher course on the […]
Advisor Blog
March 3, 2025
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to […]