Philanthropy

It’s easier than clients think

For wealth managers, the approach to engagement and eventual relationships is completely different between the Gen-X/Y wealth holder and his/her wealthy parents.

The path forward may differ from the roads of the past

Defective paperwork is often a client’s downfall

Charitable giving by the rich has almost bounced back to pre-crisis levels, and some $86 billion in bequests are expected over the next 10 years, according to a new report released Friday by Wealth-X and Arton Capital. Click to Enlarge The av...

For information about Conrad Teitell’s publications and lectures visit: taxwisegiving.com. For information about Cummings & Lockwood visit: cl-law.com.  

“You’ve got to know when to hold ‘em, know when to fold ‘em.”

A recent private letter ruling provides much needed guidance

Consider the practical and technical issues for different types of asset classes

Violating the rules could result in federal tax penalties