IdahoCF Professional Advisor Newsletter


December 2022 PA Newsletter: 5 of 2022's most-asked questions about Qualified Charitable Distributions - Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion.

November 2022 PA Newsletter: Year-end giving in a bear market; family philanthropy - Giving appreciated stock to charitable organizations is certainly a highly effective tax strategy. However, during years when appreciated stock is in short supply, implementing this strategy may be easier said than done. 

October 2022 PA Newsletter: Charitable giving in a challenging economy - Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.

September 2022 PA Newsletter: Inherited IRAs: Big headache or big opportunity - Don't be surprised if your clients are walking into your office in a state of bewilderment over something they've read recently about the IRS's distribution rules for inherited IRAs.  

August 2022 PA Newsletter: Back to basics: Reminding clients about wills, trusts and charitable bequests - August is national Make a Will Month, which may prompt your clients to ask you about whether their affairs are in good order.

June 2022 PA Newsletter: QCD’s: Good News and Important Reminders - Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.

May 2022 PA Newsletter: Charitable giving during high inflation - For clients who rely on fixed-income assets, such as bonds and wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving.