We are grateful to Carmin Dalziel, Executive Director of Northshore School Foundation, for inviting us to give a live presentation on charitable giving. We had a blast. What a great organization! Two of our partners attended Northshore schools. We think they turned out great... didn't they?
We do not provide legal or tax advice. You should consult their own legal or tax advisor. This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.
To our friends who are tax and estate planning professionals,
I hope you're enjoying the summer -- and staying cool and healthy. Here is a list of articles that caught my eye recently. I hope you find them interesting and helpful to your practice as well.