Should Clients Create A DAF or Donate Directly? Sep 16, 2020 It depends on their current situation and charitable goals. How to Avoid the 'Not Invented Here' Syndrome Sep 09, 2020 Be open-minded about new ideas and solutions from beyond your office and professional network. The Surprising Power of the Humble Annual Exclusion Gift Aug 27, 2020 The amount of tax savings may be larger than you think. Celebrity Estates: Jackie O's Savvy Planning Aug 24, 2020 Former first lady Jacqueline Kennedy Onassis' estate plan was before its time. Nelson v. Commissioner: Inadequate Drafting Blows The “Lid” Off Transfer Taxes Aug 21, 2020 Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner. Four Fears That Hold Back Charitable Clients Aug 19, 2020 Advisors can help fearful donors reach their full potential. Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
How to Avoid the 'Not Invented Here' Syndrome Sep 09, 2020 Be open-minded about new ideas and solutions from beyond your office and professional network. The Surprising Power of the Humble Annual Exclusion Gift Aug 27, 2020 The amount of tax savings may be larger than you think. Celebrity Estates: Jackie O's Savvy Planning Aug 24, 2020 Former first lady Jacqueline Kennedy Onassis' estate plan was before its time. Nelson v. Commissioner: Inadequate Drafting Blows The “Lid” Off Transfer Taxes Aug 21, 2020 Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner. Four Fears That Hold Back Charitable Clients Aug 19, 2020 Advisors can help fearful donors reach their full potential. Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
The Surprising Power of the Humble Annual Exclusion Gift Aug 27, 2020 The amount of tax savings may be larger than you think. Celebrity Estates: Jackie O's Savvy Planning Aug 24, 2020 Former first lady Jacqueline Kennedy Onassis' estate plan was before its time. Nelson v. Commissioner: Inadequate Drafting Blows The “Lid” Off Transfer Taxes Aug 21, 2020 Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner. Four Fears That Hold Back Charitable Clients Aug 19, 2020 Advisors can help fearful donors reach their full potential. Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
Celebrity Estates: Jackie O's Savvy Planning Aug 24, 2020 Former first lady Jacqueline Kennedy Onassis' estate plan was before its time. Nelson v. Commissioner: Inadequate Drafting Blows The “Lid” Off Transfer Taxes Aug 21, 2020 Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner. Four Fears That Hold Back Charitable Clients Aug 19, 2020 Advisors can help fearful donors reach their full potential. Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
Nelson v. Commissioner: Inadequate Drafting Blows The “Lid” Off Transfer Taxes Aug 21, 2020 Christopher P. Woehrle discusses the charitable lid technique and why it’s an effective tool for the estate and charitable gift planner. Four Fears That Hold Back Charitable Clients Aug 19, 2020 Advisors can help fearful donors reach their full potential. Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
Four Fears That Hold Back Charitable Clients Aug 19, 2020 Advisors can help fearful donors reach their full potential. Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
Enough of the Zombie Philanthropy, Already Aug 17, 2020 Tax savings aren’t always a donor’s motivation for giving. The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
The Case for Corporate Giving Aug 17, 2020 Communities and nonprofits need it now more than ever. Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
Bringing Charitable Fiduciaries Up to Speed Aug 06, 2020 Too many are still focused on capital growth of foundations rather than their charitable purpose. UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More
UBS to Manage $1.5 Million Donated by Kyrie Irving to WNBA Players, Share Financial Wisdom Jul 27, 2020 UBS financial advisors Antwyne DeLonde and Walt Williams were tapped Monday by NBA superstar Kyrie Irving to provide financial education and manage $1.5 million he set aside through his newly created KAI Empowerment Initiative for as many as a... Load More first previous … 28 29 30 31 32 33 34 35 36 … next last Load More