IdahoCF Professional Advisor Newsletter

April 2023 PA Newsletter: Tech and banking turmoil; Staff news - And, the wild ride continues! It’s been three years since the Covid-19 pandemic swept the globe and wreaked wide-ranging havoc on so many areas of the economy.

March 2023 PA Newsletter: Hidden no more: Designated funds and field-of-interest funds - Most attorneys, accountants, and financial advisors are aware of Donor Advised Funds and the reasons behind their popularity.

February 2023 PA Newsletter: Spring cleaning: Helping clients organize their charitable giving- If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.

January 2023 PA Newsletter: No need to wait: Talking with your clients about charitable giving before year-end - January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may discover that clients will welcome your suggestion to make 2023 the year to get organized early, particularly as economic headwinds make planning especially important.

December 2022 PA Newsletter: 5 of 2022's most-asked questions about Qualified Charitable Distributions - Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion.

November 2022 PA Newsletter: Year-end giving in a bear market; family philanthropy - Giving appreciated stock to charitable organizations is certainly a highly effective tax strategy. However, during years when appreciated stock is in short supply, implementing this strategy may be easier said than done.

October 2022 PA Newsletter: Charitable giving in a challenging economy - Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.

September 2022 PA Newsletter: Inherited IRAs: Big headache or big opportunity - Don't be surprised if your clients are walking into your office in a state of bewilderment over something they've read recently about the IRS's distribution rules for inherited IRAs.

August 2022 PA Newsletter: Back to basics: Reminding clients about wills, trusts and charitable bequests - August is national Make a Will Month, which may prompt your clients to ask you about whether their affairs are in good order.

June 2022 PA Newsletter: QCD’s: Good News and Important Reminders - Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.

May 2022 PA Newsletter: Charitable giving during high inflation - For clients who rely on fixed-income assets, such as bonds and wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving.