Making Charitable Planning Part of Your Year-End Client Reviews
A year-end client review typically covers tax-loss harvesting, Roth conversion [...]
Which Clients Could Benefit From Qualified Charitable Distributions?
Most advisors already know what a qualified charitable distribution (QCD) [...]
QCDs and RMDs: What Advisors Should Help Clients Understand
Qualified charitable distributions (QCDs) and required minimum distributions (RMDs) are [...]
Why Advisors Should Discuss Qualified Charitable Distributions Before Year-End
By the time December arrives, most CPAs and wealth advisors [...]
Care Close to Home: How Flexible Support Helped Willa Carson Health and Wellness Center Grow Mental Health Care in Pinellas County
Willa Carson Health and Wellness Center opened in 1997 in [...]
More Than a Smile: How Community Dental Clinic Helps Restore Health and Confidence
When Cayse Winkelman first came to Community Dental Clinic, he [...]
Making Room for Motherhood: How the Museum of Motherhood Creates Space for Art, Identity and Community
What does an artist need in order to create? A [...]
One Nourishing Meal at a Time: The Gathering of Women and Pinellas Community Foundation
In 2020, an 86-year-old woman named Hilda drove from the [...]
Showing Up Changes Lives: How Big Brothers Big Sisters of Tampa Bay Builds Confidence Through Mentorship
Not every mentoring relationship begins with an instant connection. Like [...]
From ANYTOWN to Everywhere: Community Tampa Bay’s Youth Leaders Across Pinellas County
Community Tampa Bay creates space for people to come together, [...]
