Athletes & Entertainers

Lower Your Tax Bill with These Year-End Strategies
Hit the Big Time? Create a Legacy While Supporting Your Family
The Window Is Closing for Donors to CARE
The Secret to Divvying Up Assets? Communication
A Quiet Summer Fuels Catalog Sales
What You Can Do to Tackle Social Injustice

What You Can Do to Tackle Social Injustice

by Anne Bucciarelli, Emily Neubert, James Thompson
Recent national protests have raised society’s awareness about social injustice and systemic inequity. And in today’s interconnected world, even elementary-school-age children have likely seen events unfold in real time. How can you productively explore the issues and engage your family to be part of the solution?

Athletes & Entertainers, Diversity & Inclusion, Family Engagement


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Lending a Hand from Afar
Are Your Heirs Knowledgeable?
Donating When There’s a Need for Speed
Donors and Nonprofits Should “Care” About the Stimulus Bill
Charitable Gifts and a DAF: Better Together?

Charitable Gifts and a DAF: Better Together?

by Shea McCabe, Jennifer Ostberg
Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know.

Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning, Women & Wealth


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Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction
Two Numbers You Need to Know
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