Life Change As Opportunity

Senior businessman mentoring two younger workersEven traumatic times may open a window to be a hero to your clients ... with sensitivity, of course.

By Randy Fox
Ez Charitable

Life is always full of change. As advisors, we see our clients go through regular changes: new jobs, children heading off to college, death of a parent or birth of a grandchild.

MORE: Opportunity Under Your Nose | Opportunities in Collectibles | TRPIF Is One of the Best Kept Secrets in Planning | 1031 and Done: What CPAs Need to Know about the New 1031 Changes
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Viewed through a different lens, change presents opportunity to raise the questions about philanthropy. In many circumstances, philanthropy can be the best solution to the change that’s taking place, if only we will think to ask.

Already a PRO Member? Click Here to Login & Continue Reading →

Go PRO Today: Choose one of these great offers

EASY!

Monthly Plan, $24.97
Save $5/month (17%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card monthly.
(Cancel any time)
Regular monthly rate: $29.97

BEST VALUE!

Yearly Plan, $249.95
Save $110/year (30%)!

CLICK HERE
FOR
INSTANT ACCESS

7-day, no-risk free trial
then billed to your credit card annually.
Regular annual rate: $359.95

24-HOUR DAY-PASS

One-Time, $12.99
Best for occasional use.

CLICK HERE
FOR
INSTANT ACCESS

Get instant access, expires in 24 hours.
One-time, non-recurring, charge of $12.99

Randy Fox



About the Author

Randy Fox is co-founder of EzCharitable LLC, a turnkey training program that helps CPAs, tax professionals, and financial advisors integrate philanthropic solutions into their practices.

He is also editor in chief of Planned Giving Design Center, the largest content provider for planned giving in the country. His private practice serves advisors across the US with the design and implementation of complex planning strategies, with a strong emphasis on philanthropy.

Fox can be reached at randy.fox@ezcharitable.com. 

Professionals interested in learning more about philanthropic planning opportunities can
download the free “Opportunity Recognition” video from EzCharitable here.

Click here for more by Randy Fox