Publications
Enjoy reading the following newsletters and reports from The Catholic Foundation publications library that showcases community outreach and donor impact.
Winter/Spring 2024
The Good Advisor
The Good Advisor
In this edition, we focus on the known changes to the existing Tax Cuts and Jobs Act (TCJA) on December 31, 2015, and what professional advisors can do to help clients in advance. If Congress is unwilling or unable to take timely action to extend these provisions or make them permanent, unprepared taxpayers may find their estate and financial plans in significant “danger.”