Transfer of Wealth: Following the Money

“The greatest wealth transfer in modern history has begun,” according to a mid-2021 report in the Wall Street Journal. And with tax reform’s big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously about their legacies. And these […]

A Race to the Starting Line

Our society has long neglected Black and Brown communities, creating disparities and placing people in harm’s way.  Each day, I spend time examining the factors precluding the attainment of equality.  Whether intentional or unintentional, the financial system has historically discriminated against and marginalized diverse fund managers.  […]

Special giving opportunity expires 12/31/2021

Congress extended legislation through the end of this year to allow up to 100% of a taxpayer’s Adjusted Gross Income (AGI) to be deducted for CASH gifts to charities (excluding supporting organizations, private foundations and donor-advised funds).  This creates a special opportunity to accelerate one’s […]