Tax season presents specific challenges for client advisory work:
–Legislative uncertainty makes definitive guidance difficult and affects planning confidence.
–Financial realities trigger psychological barriers, often compounded by procrastination.
–Information overabundance requires addressing client misconceptions before effective planning can begin.
Professional opportunity: Philanthropic discussions transform tax conversations from obligation-focused to purpose-driven. For clients with existing Community Foundation vehicles, this is an optimal time for review. For others, introducing our resources now can provide immediate benefits.
Our team is available to complement your professional services with charitable planning expertise.