Calling it Splits: What Happens to Charitable Assets in a Divorce?
As you work with charitable clients over the course of your career, you’ll likely help dozens of [...]
Wake Up Call: OBBBA Changes and Client Conversations
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old [...]
Getting Creative: Unusual Noncash Assets Can Make Great Charitable Gifts
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) [...]
Private Foundation Transitions: Lead With Communication
As you work with clients who have established a private foundation, it is not uncommon for the conversation to eventually turn [...]
Charitable Gifts of Real Estate
A Quick Guide for Professional Advisors Real estate is often the client’s largest asset, yet it represents only a small [...]
2025 Action Required: Last Call for Current Tax Rules
As you counsel clients through year-end tax planning, the NoCo Foundation encourages you to remind them that 2025 presents [...]
Happy Holidays from the NoCo Foundation!
As we reflect on the year that is coming to a close, we are struck by just how [...]
One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House [...]
Private Foundation to Donor Advised Fund (DAF): Keep it Simple
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s [...]
“If/Then” Scenarios to Consider in Tax Season
As attorneys, accountants, and financial advisors, you know you have clients’ attention when tax season rolls around. This [...]
