Unlocking the power of philanthropy for your clients The RIA Philanthropy Playbook is your go-to guide for integrating strategic charitable giving into your client conversations.… Read More »RIA Philanthropy Playbook
The One Big Beautiful Bill Act (OBBA), extends and expand several provisions from the 2017 Tax Cuts and Jobs Act, removing uncertainty around income tax… Read More »What the One Big Beautiful Bill Act means for your clients
Let’s be real: selling a business is complicated. So is charitable planning. And when you start mixing in business shares, donor-advised funds (DAFs), tax deductions,… Read More »You don’t have to be the expert, just the one who sees the opportunity
When a business owner is gearing up to sell, they’re thinking about one thing: the number. But what they keep can matter more than what… Read More »Want to save your client millions in taxes? Start here.
When your client is selling their business, it’s about more than the deal. Yes, they need help with valuations, taxes, and planning. But underneath all… Read More »More than numbers: How philanthropy builds deeper client relationships during business exits
Key takeaways: Situation: A successful business owner with a sizable IRA wanted to leave a meaningful legacy to his community and reduce his heirs’ tax… Read More »How an IRA funded a legacy through a donor-advised fund
Strategic giving in down markets: What financial advisors need to know As a Charitable Strategist at Ren, I work alongside financial advisors every day to… Read More »Using donor-advised funds in volatile markets: A strategic guide for financial advisors
Key takeaways Situation: A donor wanted to make a significant gift to support Ukraine but was facing high capital gains taxes on a valuable asset. Solution:… Read More »Ukraine’s jewel: A story of impact
Key Takeaways Situation: A widow inherited her late husband’s rare book collection and wanted to honor his legacy while supporting the causes they both cared… Read More »Pages of generosity: Wilson’s literary legacy
You’ve got a business-owner client on the brink of a major liquidity event. The deal’s moving fast, emotions are high, and the tax bill is… Read More »The smartest move your business-owner client might never think of
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