Resources tagged as: "Foundation Tax Strategies" Clear

Foundation Planning Guide

Date:

Categories: Advisors

Search Topics: Foundation Investments Foundation Tax Strategies Tax Planning for Individuals

This guide will help wealth and legal advisors identify those scenarios where a private foundation may be the right solution for their clients’ planning needs. It looks at investment planning, tax and estate planning, and charitable planning. These scenarios are covered at a high level and are not intended as investment, tax, or legal advice.

Year-End Opportunities and Potential Pitfalls Around Philanthropy

Date:

Categories: Advisors

Search Topics: Foundation Investments Foundation Tax Strategies Strategic Planning

This whitepaper offers insight into year-end opportunities and potential pitfalls for advisors working with high-net-worth and ultra-high-net-worth individuals and families. It also offers practical advice on how to avoid these common pitfalls and broaden and deepen your client and prospect relationships at this critical time of year.