Using QCDs to Unlock the New Senior Tax Deduction
Our friends at Focus Partners have published a new article…
Qualified Charitable Distributions: A Smart Way to Give
At Copper Leaf Financial we believe that tax-efficient philanthropy can…
Have You Considered Using Life Insurance for Philanthropic Giving?
Life insurance can be a smart tool for charitable giving….
Guide to Creating Your Charitable Giving Statement
All of us at Copper Leaf Financial believe in the…
Giving Thanks This Holiday Season: 5 Smart Ways to Give
Copper Leaf Wealth Advisor Breanna Sykes has published a timely…