December 03, 2020 Lower Your Tax Bill with These Year-End Strategies by Tara Thompson Popernik, Christopher Clarkson While 2020 has been a year of unknowns, taxes remain a constant. Or do they? This year, a new president has injected uncertainty into the tax landscape while several recently introduced incentives are set to expire by year-end. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
November 19, 2020 Hit the Big Time? Create a Legacy While Supporting Your Family by Stacie Jacobsen, Anne Bucciarelli, Adam Sansiveri You’ve dreamed of this moment your entire life—the big contract. Now that it’s finally arrived, how can you create a legacy and support your family and community? Athletes & Entertainers, Family Engagement, Philanthropy Likes 0 SHARE Bookmarks
November 18, 2020 The Window Is Closing for Donors to CARE by Jennifer Ostberg The CARES Act helped spur a tremendous outpouring of generosity in 2020. But many of its charitable giving tax incentives apply only to this year. Donors should mobilize now before those tax benefits disappear. Athletes & Entertainers, Endowments & Foundations, Philanthropy, Tax Management Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
August 04, 2020 A Quiet Summer Fuels Catalog Sales by Stacie Jacobsen, Adam Sansiveri The opportunity for songwriters and producers to sell their song catalog has never seemed more alluring. What is yours worth and does a sale make sense for you? Athletes & Entertainers, Wealth Planning Likes 1 SHARE Bookmarks
July 02, 2020 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 Likes 0 SHARE Bookmarks
June 10, 2020 Lending a Hand from Afar by Emily Neubert, Anne Bucciarelli, Vikram Prasad Donating while distancing seems fairly straightforward. But what if you prefer getting up close and personal? With a little creativity, volunteerism can go virtual, too. Athletes & Entertainers, Coronavirus, Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Athletes & Entertainers, Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 30, 2020 Donating When There’s a Need for Speed by Jennifer Ostberg Each day brings fresh stories of individuals and businesses in dire need. Many charitably minded individuals stand ready to help—but they just want to know the fastest way to intercede. Athletes & Entertainers, Business Owners, Coronavirus, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
March 27, 2020 Donors and Nonprofits Should “Care” About the Stimulus Bill by Christopher Clarkson The $2 trillion fiscal stimulus relaxes some of the limitations on charitable income-tax deductions and provides nonprofits with access to capital--welcome relief for organizations starved for funds. Athletes & Entertainers, Coronavirus, Endowments & Foundations, Philanthropy Likes 0 SHARE Bookmarks
February 04, 2020 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 Likes 0 SHARE Bookmarks
January 30, 2020 Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction by Robert Dietz Fewer estates will likely benefit from an estate tax charitable deduction. Is there a way to structure bequests to still provide a tax advantage? Athletes & Entertainers, Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
January 06, 2020 Two Numbers You Need to Know by Jennifer Ostberg Do you have enough money to live, and give to your family, or favorite charity? Many Americans declare New Year’s resolutions that better physical well-being, but understanding financial health is just as important. Athletes & Entertainers, Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks