Blog Posts

Women are playing an increasingly influential role in wealth management, and new research suggests that advisors have an opportunity to strengthen relationships by paying closer attention to what female clients want from financial advice. According to Vanguard’s 2026...

The world of tax, financial, and estate planning is changing rapidly. Indeed, accounting professionals are well aware of these dynamics: 86% expect AI to increase their ability to deliver advisory work over the next 12 months, and 44% want their firms to be known for...

The days are getting shorter—and year-end is getting closer! Of course, year-end is always a busy time for financial, tax, and estate planning advisors. Between reviewing investment portfolios, evaluating tax strategies, and helping clients prepare for the coming...

It’s hard to believe we are already in the fourth quarter. If you watch football, especially college football, if the camera pans the sideline as the clock runs down, marking the end of the third quarter, you will see many players’ hands go in the air holding up four...

As the end of the year approaches, you may be thinking about your charitable giving plans alongside other financial and tax planning decisions. 2026 brings several new charitable tax provisions, making it especially important to consider not just how much you want to...

Entrepreneurs are known for turning big ideas into successful businesses. Increasingly, some are also finding creative ways to turn their financial success into charitable impact. And while the headlines often focus on extraordinary fortunes, business owners of all...

If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax advisors and their clients are so focused on valuing the gift and filing the Form 8283 that they...

Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly $20 trillion of which are held in IRAs. Meanwhile, the Great Wealth Transfer is underway, with more than $120...

As we enter into the last quarter of the year, you and your clients know that time is ticking. You’ve also have likely begun to remind clients about year-end tax deadlines and important loose ends to tie up before 2027 hits. Remember, though, that memories are short,...

Not quite sure when to reach out to ETCF for help with your charitable questions? If any of these situations apply to you, drop us an email or give us a call!  You promised yourself that you’ll never again get caught in a year-end crunch. The last few months of...