Ao clicar em "Aceitar todos os cookies", concorda com o armazenamento de cookies no seu dispositivo para melhorar a navegação no site, analisar a utilização do site e ajudar nos nossos esforços de marketing. Para mais informações, consulte a nossa Política de privacidade.
Aligning Business Transitions with Charitable Goals: What Advisors Should Know
If your client base includes business owners, you may already be familiar with the general benefits of giving closely-held business interests to charity. The specifics, however, can feel less clear. That is understandable. Most advisors encounter only a few of these opportunities over the course of their careers.
This Season of Giving: Key Opportunities to Support Your Clients
December is a meaningful time for many people. It is a season of reflection, generosity, and planning for the year ahead. As the year draws to a close, there is still plenty of time to support clients who are making their December giving decisions.