Professional Advisors

Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Aspen Community Foundation team that their happiest clients

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a

We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to

As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a

As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment

Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts reduce

Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher

You’re busy as 2024 draws to a close! The team at Aspen Community Foundation is committed to researching, curating, and keeping you up-to-date on the

Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned. Your clients who support charitable causes

Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost