WW&D Promotes Kathy Corcoran to Director

Wheeler Wolfenden and Dwares, CPAs is proud to announce the promotion of Kathy Corcoran, CPA from Principal to Director of the firm. Kathy’s tax expertise and enthusiasm for working with clients has led […]

How to attract donor-advised fund gifts

Donor-advised funds (DAFs) have been around since the 1930s, but they’ve exploded in popularity in the past decade. Between 2007 and 2016, DAF assets grew from $32 billion to $85 […]