What options can CPAs and other tax planning professionals offer clients when discussing the "Big Picture" of tax, estate, and legacy goals? What trends are these professional advisors seeing in how clients and their families plan for current and future needs? And what the heck is a Buffalo Corner? Join me and episode guest Jenny Keeney, partner at Blume Keeney CPAs in Everett WA, as we explore these questions and more. Jenny and I will chat about how and why she discusses charitable giving options with her clients. She'll tell us a few stories and share examples of how and why she helps clients incorporate charitable goals in their tax and estate planning. We'll learn how it's helped her strengthen relationships and helped her clients create meaningful legacies in communities they love. We'll also learn about her roots in Snohomish County and why she's made her home here. Join us for this latest episode of "Looking Forward. Giving Back."!