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Article

January 19, 2024

Explore the impact of falling interest rates on Charitable Remainder Annuity Trusts (CRATs) and the urgency to act.

Podcast

January 18, 2024

28:24

Speakers: Brooks E. Nelson, Sarah McGregor, Michael G. Kirkman

Maximize benefits with a guide to TCJA's gift tax rules. Explore strategic moves, adapt to changes, and secure your family's financial well-being.

Podcast

December 13, 2023

35:42

Speakers: Brooks E. Nelson, Sarah McGregor, Timothy Doran

Discover the latest updates on energy tax credits and incentives under the IRA. Learn how to transfer and monetize them effectively.