Donor-advised funds can be valuable tools for individuals and families looking to streamline their charitable giving, maximize tax benefits, and engage in strategic philanthropy.
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By formally connecting services that support financial growth and security, to processes that address the many and varied ways financial decision-making impacts other core contributors to our quality of life such as – relationships, sense of purpose, and sense of control - Integrated Wealth Service raises the bar for wealth advising.
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Cash flow and investment planning around employee stock options can be tricky, and its not just the tax treatment that can trip plan participants up. Define a strategy that speaks to investment exposure, risk concentrations, cash flow management, and tax planning.
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To flourish is more than to succeed. Over the many years we have worked with clients, we have found that there are some very tangible common denominators amongst those who go beyond success.
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Looking forward to 2021, the outlook for tax policy remains fluid. Working with a wealth advisor to establish specific options for potential outcomes and keeping long term objectives in mind are two important ways to maintain control and keep strategy heading in the right direction.
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Children who grow up in an environment of wealth are the beneficiaries of a multitude of opportunities and options, opportunities loving parents are excited to share. Setting your child on a path toward a happy adulthood, however, is more complex. It requires paying thoughtful attention to the hurdles wealth can create as well.
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Many things could change this election season. The bottom line: make sure to think about what makes sense from a personal and investment perspective first, and remember that the timing of tax code changes could be fluid.
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Our annual big picture perspective on long-term investment growth and where to find it. Private client access,
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