May 102 minSRCCF: Here's what we're readingAs you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philanthropy topics until November...
May 83 minTax scrutiny: Should clients worry about the IRS’s bigger budget? A major portion of the $80 billion scheduled to be invested in Internal Revenue Service upgrades is earmarked to “increase tax compliance...
May 63 minRetirement plans to charity: Understanding the “trifecta” of tax benefitsOver the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to...
Apr 131 minCongrats to a Few Members of Our Leadership TeamCongrats to Starved Rock Country Community Foundation Board Members Tara Bedei, Robb Hasty and former Board Chairman Jay McCracken for...