Professional Advisors

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans

In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance

Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great

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