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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, […]
CFAAC Stories
January 6, 2026
Every morning when he steps through the doors of The Light House Homeless Prevention Center, Executive Director David Alt is reminded why this work matters so deeply. “I’ve only been […]
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 […]