Advising Clients on Charitable Legacies Many individuals desire to make charitable bequests but are not certain how to do so or how they work.  This is an area where a CPA can offer valuable assistance.  There are many issues—some tax-related, some not—but the overriding concern is the client’s desire to do some good with what they have accumulated.  Sid Kess, CPA, and Edward Mendlowitz, CPA, PFS, share way ...