Client Focus is designed to encourage conversations. Through client interviews and insights from our award-winning research teams, Client Focus underscores William Blair’s tradition and culture of focusing on our clients’ success.
Provides information on tax rate schedules, exemptions, and contributions of savings plans.
Does your will, trust, or power of attorney address who can control your digital assets?
Report on philanthropic trends reshaping giving now available.
Highlights of possible changes in federal tax law.
Having documents up-to-date is particularly important now given concerns about COVID-19.
For those considering giving to those affected most by the coronavirus pandemic, the new CARES Act, signed into law in March, provides tax incentives for donors.
In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.
Donor advised funds (DAFs) allow donors to pool donations into one fund, deduct the entire contribution in one year, and advise the fund manager over time on the charities to donate to.
