Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for...
As your go-to resource for charitable giving techniques, the team at The Foundation for Enhancing Communities (TFEC) pays close attention to the best practices in addressing the broad range of your clients’ charitable intentions to support both near-term and long-term...
The Foundation for Enhancing Communities (TFEC) is committed to providing timely updates on legal and policy developments to help you and other professionals who advise philanthropic clients to stay on top of best practices in charitable planning. In that spirit,...
As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) who are truly helping their...
Getting a jump on a future “to-do” list is always such a good feeling. The Foundation for Enhancing Communities (TFEC) can proactively help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from...
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant or financial advisor, you are well aware that giving long-term appreciated...