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Charitable Giving Incentives Under the CARES Act

December 30, 2020

UPDATED! Presented by Michael G. Wendlandt:  With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, charitable giving to those most adversely affected has become increasingly important. The Read More...
Year-End Financial Planning Checklist

September 28, 2020

Presented By Tom Kennedy, CFP®: Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means Read More...
Understanding the New CARES Act: Questions and Answers

March 31, 2020

Presented by Kevin M. Curley, II, CFP®: On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Read More...
Donor advised funds depicts man pointing at box on screen that has arrows pointing to other smaller boxes.

January 20, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Holders of concentrated stock positions have several options for mitigating the risk associated with Read More...
Charitable gifting image depicts a man and woman holding a present.

December 26, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many, the holidays are a time for giving back—whether by donating to a favorite charity or Read More...