Advisor Perspective

Read about real-world insights, experiences and strategies from fellow advisors in this monthly article series.

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Read this month’s article:

Charitable Planning Under OBBBA: Key Considerations for Advisors and Donors in 2025

Tax changes are coming, and this year-end may be an optimal time for some of your clients to maximize certain charitable strategies before new laws take effect in the new year. This month’s article breaks down what the One Big Beautiful Bill Act means for client planning.

Read the article: Charitable Planning Under OBBBA...

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Making Philanthropy a Part of Your Advisory Practice

Many advisors hesitate to initiate conversations about charitable giving, citing concerns such as not knowing enough, potentially losing assets under management, or assuming clients aren’t interested. Yet the evidence suggests otherwise.

Read the article: Making Philanthropy a Part of Your Advisory Practice

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The Hidden Hurdles of Using a General Durable Power of Attorney

A General Durable Power of Attorney (GDPOA) is designed to provide continuity and ease the burden of decision-making during a difficult time. Unfortunately, the practical use is often anything but seamless. This article explores the hurdles that GDPOA’s can present so that you can work proactively with your clients to navigate the system.

Read the article: The Hidden Hurdles...

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Maximizing Profits: Strategies for a Tax-Efficient Sale of Business Interests, Real Estate, and Other Highly Appreciated Assets

The tax burden of selling highly appreciated assets can be overwhelming. However, there are numerous tax-advantaged strategies available for selling assets like closely held businesses and real estate. The best outcomes often arise when clients plan ahead.

Read the article: Maximizing Profits...

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AI and Its Influence on Charitable Planning

We are living in a transformative era of technology. It has been three years since the discovery of generative AI, a breakthrough reshaping the industry at a pace comparable to the rise of the internet in the 1990s. When the web became widely accessible in 1993, businesses began adopting email and websites en masse by 1996, forever changing how we operated. AI is poised to redefine how advisors, nonprofits, and donors interact and plan for the future.

Read the article: AI and Its Influence on Charitable Planning