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Featured News

Advisor Blog, Featured
The Great Wealth Transfer: The Value of Partnerships Between Heirs and Professional Advisors
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, […]
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"Community Connector, CFAAC Monthly Newsletter" header over the Annapolis waterfront at night.
Community Connector Monthly Newsletter
Community Connector – October 2026
October 8, 2026
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Advisor Blog
Gotcha! One Missing Sentence Can Cost Your Clients Big
October 8, 2026
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax advisors and their clients are […]
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An apple and an orange side by side represent two separate IRA giving opportunities, Qualified Charitable Distributions and beneficiary designations.
Advisor Blog
Apples and oranges: Lifetime and legacy giving with IRAs
October 8, 2026
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly $20 trillion of which are held in IRAs. Meanwhile, the […]
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Desk calendar with a pink pushpin marking a date, representing the December 31 deadline for clients' year-end charitable giving and tax planning.
Advisor Blog
Year-end checklist: Repeat, repeat, repeat
October 8, 2026
It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose […]
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