“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 [...]
Sifting Through It: What’s on the Legislative Menu That Could Impact Charitable Giving?
We all know a new year and new administration can bring lots of changes, so as a [...]
Starting the Charitable Giving Conversation
Attorneys, accountants, and financial advisors are not strangers to tough questions. Indeed, the mix of money, family, and [...]
Closely-Held Stock is Having a Moment
Donating stock is an important strategy for any private business owner to explore. Not only can these gifts [...]
Legal Developments We’re Watching (So You Don’t Have To!)
As your go-to resource for charitable giving techniques, the NoCo Foundation team pays close attention to best practices [...]
Celebrate Variety: Many Assets Make Great Gifts to Charity
When your client is getting ready to make a contribution to a fund at the NoCo Foundation or [...]
Professional Advisor Connections: Gearing Up for Tax Time
It’s almost tax season, which means that many accountants, attorneys, and financial advisors are gearing up for a [...]
