Spreading Holiday Cheer in Oakesdale
In December 2025, holiday cheer spread like wildfire among the 400 residents of Oakesdale, Washington.
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Professional Advisor
Sarah Cuellar: Professional Advisor Spotlight
Sarah Cuellar is a service-oriented, self-employed attorney practicing in the rural town of Republic, Washington, where she enjoys raising her children immersed in the region’s natural beauty and slow pace of life.
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Real, or make believe? Dispelling One Big Beautiful Bill Act (OBBBA) myths
During the important year-end window for charitable giving, we recommend dispelling three big myths surrounding charitable giving under the OBBBA.
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Year-end planning: Eight questions for clients’ charitable givingÂ
During final months of the year , these are eight items to keep in mind as you work with clients in the weeks ahead.
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Charity Hope Hegel: Professional Advisor Spotlight
With a lifelong inclination to give back, financial advisor Charity Hegel weaves her passion for community into her career each day.
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QCDs: More Important Than Ever
Learn why the One Big Beautiful Bill Act makes QCDs more relevant than ever for your clients.
QCDs: More Important Than Ever Read More »
Bunching: Bigger Benefits Under the One Big Beautiful Bill Act
Discover how charitable bunching can be an especially valuable technique to help clients maximize tax benefits and community impact under the One Big Beautiful Bill Act.
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One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Learn about its impacts on philanthropy.
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When Cash Is Not King: A Checklist for Charitable Gifts
Writing checks to favorite charities and giving online with a credit card are very common ways your clients no doubt support the causes they care about. Remember, though, that although convenient, cash may not be the best way to give.
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Three common client scenarios and charitable planning solutions
We’re here to support you in any client situation involving charitable giving.
Three common client scenarios and charitable planning solutions Read More »