Your Charitable Planning Cheat Sheet: https://lnkd.in/ehWExbAJ We’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client.
Ronald Menze
6d
Best ever guide! Simple and on point!
Guiding people and organizations
6dIf you are working with a client with charitable intent.... Then reach out! Often, we can offer a solution that meets both the client’s tax and estate planning goals and charitable objectives. At the very least, we can point you in the right direction.