Secure Act and Qualified Charitable Distributions
By Thomas Neal Tillery The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was signed into law on December 20, 2019 and became effective January 1,…
Bring more value to your clients with charitable planning
By Susan M. Tillery Strengthen your practice and build deeper relationships with your clients by offering charitable planning services. The role of the CPA is evolving. Clients are increasingly looking…