Charitable Giving in 2024 and Beyond: Key Trends and DevelopmentsOctober 23, 2024Now that we are well into the second half of the year, we can reflect on how the landscape of…
What’s New in Charitable Giving?December 5, 2023For non-profit organizations and charitable foundations, the beginning of the Fall season is eagerly anticipated each year; and it’s not…
Year-End Tax Review: Your Comprehensive GuideNovember 22, 2023Presented by Nicolette Davicino, CFP®, EA As an Enrolled Agent who incorporates a tax lens into my work here with…