Happy April! As tax time comes and goes for another year, many of you are beginning to address your clients' charitable giving goals in earnest. With that in mind, our newsletter this month covers three topics that very well could be on your clients' minds as they emerge from winter and tax season.
First, we are addressing the philanthropy issues that seem to be emerging from the flurry of activity (!) earlier this year in banking and tech. There are bright spots!
Second, we know you're tracking tax legislation as it begins to bubble up in Congress. We'll share the highlights and what your charitable clients may want to watch as the legislative session progresses.
Third, we are offering tips and further reading to reinforce just how important it is to pay attention to what the IRS is digging into as it reviews charitable transactions.
Thank you for the opportunity to collaborate! We look forward to talking with you soon!