In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours. We: Discovered why advisors believe it’s important to bring up the topic of charitable giving Learned which stage you should bring up charitable...
If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also impacted the way we plan. However, advisors met the moment in kind by offering innovative ways to meet, discuss and implement plans.
Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi Consulting, LLC., on how she “pops the question.”
Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and tax advantages.
Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on how she “pops the question.”
We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, about how the COVID-19 pandemic is affecting his work as an estate-planning attorney and for his thoughts on creating and updating wills and estate plans.
Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he “pops the question.”
Hear from David Ayoub, Partner-in-Charge: Tax Department, Bowers & Company CPAs, PLLC, on how he ‘pops the question.’
Anthony A. Marrone II discusses the charitable remainder trust as a useful and impactful alternative to the Stretch IRA.
Lee M. Gatta, CLU®, ChFC®, AEP® is a board member of the Community Foundation and financial advisor who offers financial planning, insurance, and investment advisory services.