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AI is eating your data. Do you know where it's going? In the rush to boost productivity, many RIAs, accounting firms, legal practices, and healthcare admins have started using generative AI tools for everything from summarizing notes to drafting client communications. But as the Summit Team's recent article highlighted, the moment someone pastes a client spreadsheet, tax return snippet, or financial projection into a consumer-grade AI chat—like free ChatGPT, Claude.ai , Gemin

Empowering Generosity Through Strategic Giving As we wrap up another year and gear up for the twists and turns of 2026, I'm always on the lookout for ways to help you make the most of your hard-earned wealth—especially when it comes to giving back. Tomorrow, I'll be tuning into a webinar from DAFgiving360 featuring Julia Reed and tax whiz Jorge Castro, diving deep into how the recently passed One Big Beautiful Bill Act (OBBBA) shakes up charitable planning. Since these sessio