Leah Cessna, CPA

Leah Cessna, CPA
DIRECTOR OF TAX
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Recent Posts

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
November 25, 2025

6 Strategies to Reduce Taxable Income for High-Earners

August 21, 2023

Secure 2.0 & Its Impact on Your Financial Planning

February 14, 2023