After Joe Kunkel retired from his career with CarMax in 2014, he realized that he needed a way to stay mentally and socially active – and he was especially interested in finding ways to support his community.

Tom and Scott Word talk with us about their careers in tax and estate law, lessons they have learned over the years, and the reasons why advisors are important to philanthropy.

Four Republican senators, four Democrat senators, a House Democrat, and a House Republican have introduced legislation to expand the increased charitable deduction cap for non-itemizers to up to one-third of the standard deduction.

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents a strong opportunity for charitable gifts of real estate, whether a primary residence, second home, rental property, or even niche commercial property that’s benefited from a multi-faceted pandemic marketplace.