Advisor News

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.

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.’