Professional Advisors

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

Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want

Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that