Estate Planning IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan Your lock-up period for selling shares from an IPO is ending and you’re about to receive a significant windfall – how can you incorporate charitable giving?
Executive Financial Counseling Why Financial Planning Belongs as a Workplace Perk Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.
Executive Financial Counseling Executive Financial Counseling: Planning to Protect Your Life’s Work An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Investing A Guide to Investing for Nonprofit OrganizationsFor a nonprofit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is…