Live Webinars
2 Hours | Eligible for CFP® and IAR CEThe OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important…
In today’s philanthropic landscape, affluent clients are seeking tax-efficient and legacy-driven strategies to make a lasting difference. Life insurance—often overlooked—is a…
Qualified Charitable Distributions and RMDs: Tax-Efficient Strategies for Retirement Income Planning
Charitable Giving with Purpose: Mastering QCDs and the IRA-to-CGA RolloverFor many retirees, Required Minimum Distributions (RMDs) create unintended tax burdens — especially for…
Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that…
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of…