June 2025 Professional Advisors Newsletter Trending Topics 1

Share Post :

Thank you to so many of you who have reached out recently with questions about how pending tax legislation might impact the charitable planning strategies you recommend to your clients. The SRCCF team keeps a close eye on legislative developments related to philanthropy and we are always here as a sounding board for you and other attorneys, CPAs, and financial advisors.

Our latest update addresses these potential tax law changes, and we’re also covering two important, tried-and-true charitable planning strategies.

Or click here to download this newsletter.

Latest Posts

March 2026 Professional Advisors Newsletter Trending Topics 1

Hello! Thank you for the opportunity to work together! We love hearing from so…

A Country Night for a Cause – Thank you for your support

The buckin’ bronco is corralled; the country night has come to a close; and…

A Country Night for a Cause Program and Auction Catalog

Live music, great food, exciting auctions, and a lasting community impact. To find out…

February 2026 Professional Advisors Newsletter Trending Topics 2

Here’s what we are covering in February’s Trending Topics 2: Real estate as an…