Read Phil's latest white paper on QCD's. You can download it here.
Read about Donor Advised Funds in this article from Crain's When Donors Speak, DAFs Listen
Read Phil Tobin's latest article published in Wealth & Management: Ten Questions to Help Families Navigate the Great Wealth Transfer
No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: the [...]
Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. If you’re involved in regular charitable giving, you know how satisfying [...]
How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While this [...]