CICF News
Send to a friend
Print this page
There are many ways to effectuate gifts for the benefit of family members. But TRA 2010 could make some more viable for your clients than others - but only for a very limited time.
Dr. Charles and Sarah Test cared strongly about the community in which they lived and entrusted CICF to help they leave their legacy. This is their story.
CPAs from five firms put down their pencils and laptops on September 23, 2011 to partner with Legacy Fund to build homes and deliver meals to community members in need.
Featuring estate and charitable planning experts and popular Heckerling Institute speakers, Kathryn Miree and Turney Berry with local estate and charitable planning expert and moderator for this event, Eric Manterfield.
Provides a quick focus on working with professional advisors and their clients to transform both their giving and the meaning received from their generosity
CICF's response to a recent New York Times article
As advisors, the lure of a good story is a well deserved antidote to a day of fruitful, yet crushing detail of investment research, the nuances of trusts, the complexity of the tax code, or the multiplicity of life insurance arrangements. Rarely are we afforded the opportunity or privilege to step into our clients' lives and their own personal narratives to help guide and nurture.
