Avoid the Year End Tax Scramble – Maximize Last Minute Tax Benefits with Donor Advised Funds
Third quarter results are in and clients are looking to you for their year-end planning strategies. If your clients are like most, they may have left you scrambling to optimize their taxes before the December 31st deadline. Have you thought about recommending a Donor Advised Fund (DAF)? Not only is this simple, cost-effective and meaningful [...]