Bridging the gaps in multi-generational family philanthropy
Differing views within families is nothing new; differing views about nearly anything and everything is centuries old. For generations...
Bridging the gaps in multi-generational family philanthropy
Summer topics worth watching
Gifts of cash or stock: Is it a toss up?
Client conversations: Why your 2023 agenda must include charitable giving
In case you missed it: Three tax tips for this season
Giving a business to charity: Stack the odds in your client’s favor
Hidden no more: Designated funds and field-of-interest funds