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.

Charitable giving has always been an important subject of client discussions for attorneys, accountants, and financial advisors. What’s changed is that widespread coverage of both major charitable gifts and the ease of making online donations has prompted more of your clients to pay attention to philanthropy.

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.

As if advisors didn’t have enough financial acronyms to explain to their clients—DAF, RMD, IPO and ETF come to mind—along comes NFT to stir the multi-letter madness further.

With increased funding to the IRS and increased chance of an audit, it is more important than ever to keep detailed records of your charitable contributions.

Many argue that no recent act of giving has impacted the field of philanthropy more than MacKenzie Scott awarding more than $14 billion in unrestricted gifts in less than two years. Read on for recommendations everyone can follow to emulate MacKenzie Scott’s model of transformational giving, but in areas that she hasn’t yet focused on.

This free tool through EducationQuest will help you track your extracurricular activities, honors and awards throughout high school.

Have you filled out your FAFSA? This checklist will help you gather all the materials you need to complete form.

ScholarshipQuest is a free database contains over 2,000 Nebraska-based scholarships.

Since the weather is cooling down, you can add a little sunshine and warmth to a stranger with these simple ideas.