Sponsored Content
Dec 16, 2024
Brian C. Smith, Executive Director with Eaton Vance, discusses charitable giving strategies to optimize philanthropic intent and tax benefits.
The funds, including Cosmos, an SPV holding Space X, are available through SoFi’s partnership with Templum.
Wealth managers bring a unique combination of expertise and experience that many matrimonial attorneys may not possess.
A recent Cerulli report highlights the impact intra-generational transfers will have on this vaunted inter-generational event.
This time, it’s a different kind of conversation.
The fund will target accredited investors and qualified purchasers.
Some key philanthropy trends and predictions for 2025.
Don’t run afoul of campaign finance laws.
A former skeptic explains the benefits and risks.
Steps to take before the Jan. 1, 2025 filing deadline.
