cpa

By Ken Nopar, VP-Senior Philanthropic Advisor

Since last tax season, many clients have reassessed their charitable giving. Much has changed in the world since then, as nearly all clients have been impacted in some way by the pandemic and economic impact.

By Ken Nopar, VP-Senior Philanthropic Advisor

Clients are now meeting with their accountants to review the past year and look ahead. Charitable giving has become much more prevalent in these annual conversations as a result of recent tax law changes. Additionally, in the past year, some HNW clients altered their usual giving or gave more in response to the COVID pandemic.