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 […]

Relax a little (maybe?)

What’s off the table, what’s still in play, and what your charitable clients need to know now about tax reform   Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (for now) some of the uncertainty as to […]

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.  […]