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Altea Update: Sept 21
This week’s Altea Community recaps Boston and New York meetups, explores film bridge lending, and highlights new deals, member discussions,...
The Opportunity Hiding in Plain Sight
Why the next evolution in charitable planning begins with hearing what clients may not be saying
Creating a Lifetime Stretch Through a Charitable Remainder...
It could provide a meaningful tax benefit
Commuting the Income Interest of Charitable Trusts
The growth in equity markets makes this a compelling option
How Fiscal Sponsorship Can Streamline Philanthropic...
By operating under an established nonprofit’s tax-exempt umbrella, charitable initiatives can accelerate fundraising, reduce administrative...
SEC Alleges Man Defrauded Law Enforcement Members...
The SEC accused Michael Williams of misleading investors with fake trading profits for managed funds while spending the money on luxury...
Five Misconceptions About Donor-Advised Funds
Educated advisors can successfully use this vehicle
Charitable Giving in Retirement
Where Congress might go next