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Virtual Early Learning Conference Wrap-Up

Blog, Early Ed, Early Education

TFEC’s annual Virtual Learning Conference was held from March 10 – 14, with three added days for early bird registrants. The conference provided early learning partners with convenient, cost-effective training to keep them current on industry trends and standards....

Fulfilling clients’ charitable wishes

Blog

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most attorneys,...

Estate tax planning: What’s your next move?

Blog

As attorneys, CPAs and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your clients. Whether or not a post-election Congress takes action to prevent the estate tax exemption sunset at the end of 2025,...

Looking Ahead: Charitable Planning Techniques on the Horizon

Blog

The Foundation for Enhancing Communities (TFEC) team keeps a finger on the pulse of current events and legal developments that could impact the way you work with your charitable clients. Below are three notable items that you’ll likely want to keep in mind this fall....

Will a Charitable Remainder Trust Help Secure Your Legacy?

Blog

A charitable remainder trust (CRT) allows you to pursue your philanthropic goals while generating income. It is a type of trust that allows you to donate assets to charity while also drawing annual income from it for yourself or a beneficiary. The Foundation for...