IdahoCF Professional Advisor Newsletter


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.