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Navigating Charitable Giving: A Comparative Guide
Curious about what the charitable giving landscape looks like today? Due to a new tax law that took effect in 2026, donors now face a refreshed framework for structuring and deducting their contributions. Whether you’re a seasoned philanthropist or a first-time donor, there are a range of opportunities for donors to align their generosity with...
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Donor Advised Funds
Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help our clients maximize their charitable giving. With the One Big Beautiful Bill Act (OBBBA) now in effect, it’s more important than ever to revisit DAF strategies and understand how they fit into today’s tax landscape.
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The Empty Nest Shift
There’s a moment in every parent’s life when the house starts to feel quieter. The routines that once revolved around carpools, snack schedules, and weekend chaos begin to fade. And while this transition brings new freedoms, it also stirs up a mix of emotions—excitement, uncertainty, and even a touch of loss.
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Why Modera’s M&A Head Takes a Cue From Ted Lasso
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IRS Announces Key Tax Adjustments for 2026 Tax Year
What you need to know to plan ahead.
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New Tax Law Reshapes Charitable Giving
What donors need to know.
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Mindy Neira—Financial Advisor IQ, Navigating Bias: How Female Advisors Can Turn Obstacles into Opportunities
Mindy Neira was featured in Financial Advisor IQ’s powerful series on the challenges and opportunities facing female financial advisors.
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The Value of Advice
Why working with a financial advisor is about more than just money.
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Rewriting the Irrevocable: How modification can transform your trust.
Creating an irrevocable trust can feel daunting.
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What You Need to Know About Offshore Accounts
Why Would I Open an Account Overseas?
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