Taxes November 5, 2026
Wrapping Up Tax-Favored Gifts at Year-End
This basic strategy can result in a happy holiday season for the entire family.
CAS July 21, 2026
Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA
For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.
Accounting August 6, 2025
Sage Foundation Celebrates 10 Years of Impact: $5 Million Raised and 1.3 Million Hours Volunteered
The Sage Foundation has raised 5 million USD and facilitated 1.3 million hours of volunteering globally for causes crucial to the many places Sage operates in.