You can ensure your philanthropy aligns with your personal goals by using a tax-smart, donor-advised fund, one of the easiest tools for giving. Here’s how it works.
In this episode, we talk to Tommy Thompson, a veterinary industry veteran who has established several practices and veterinary real estate companies. He shares his insights on the complex process of exiting the business.
Business leaders know that due diligence — that period of fact-finding and data-gathering — is crucial to making business decisions. But due diligence is also critical when considering a job offer, particularly if it comes with an executive title.
Small business owners want to be sure they’ve received top dollar for the business they’ve built, yet common misconceptions may be preventing them from getting it.
Taxes are one of the biggest expenses for many retirees, especially if their retirement savings are in pre-tax accounts such as a 401(k) or IRA. Converting these accounts to a Roth IRA could allow you to reduce your future taxes and provide more flexibility for how — and when — you access your money in retirement.
Brought to you by Colin Sturgis, Partner and Wealth Advisor, and Victoria Santini, Planning Associate, this informative webinar is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future.