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Professional Advisor Partners News Update
Professional Advisor Partners Helping Your Clients Get Organized: Structure is a critical step in multi-generational philanthropy
August 14, 2023
Professional Advisor Partners Legacy Giving: A conversation full of opportunity
August 14, 2023
Professional Advisor Partners “Catch-up” Contributions: Here’s how they can boost clients’ giving
July 10, 2023
Professional Advisor Partners Advising Clients About AI: Exploring its impact on charitable giving
July 10, 2023
Professional Advisor Partners The More You Know: Here are the summer topics worth keeping in mind
June 26, 2023
Professional Advisor Partners Gifts of Cash or Stock: Is it a toss-up?
June 26, 2023
Professional Advisor Partners Bridging the Gaps: Breaking down multigenerational family philanthropy
June 26, 2023
Professional Advisor Partners Planning Ahead: Here's what we're reading about charitable giving
May 16, 2023
Professional Advisor Partners Tax Scrutiny: Should clients worry about the IRS' bigger budget?
May 16, 2023
Professional Advisor Partners Retirement Plans to Charity: Understanding the "trifecta" of tax benefits
May 16, 2023
Professional Advisor Partners Building better together: Tyler Stewart discusses the power of partnership
April 14, 2023
Professional Advisor Partners Proposed legislation: Is better deductibility back on the table?
April 14, 2023