Case study: A QCD conversion in action

If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are not alone! Whether you are an attorney, CPA, or financial advisor, at some point you...

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Keep going: Why donor-advised funds are still essential

For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...

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BEI Study

Black Equity Initiative Inland Empire
(M.E.C.C.A. Inland Empire)

5-YEAR LOOKBACK STUDY
Download your free copy of the 2026 study:
CLICK HERE
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