Nerd's Eye View

JANUARY 22, 2024

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

eMoney Advisor

JANUARY 31, 2023

We also follow a cadence that helps us plan our schedule. We start the year with a session focused on budgeting and typically end the year with a webinar related to tax and charitable planning. As our company has grown, so has our support team. We engage with our clients every day on what matters to them.

Education 103

Education Financial Planning Clients Planning 103

James Hendries

NOVEMBER 26, 2022

If you have any questions or need help mapping out your Charitable Plan, set an appointment to discuss with your financial professional. This article was prepared by RSW Publishing. Spending more of one’s income on others predicted greater happiness. Discuss with Your Financial Professional. Important Disclosures.

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52

Brown Advisory

APRIL 1, 2020

The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information). CHARITABLE PLANNING Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

The unprecedented size and scope of the CARES Act stimulus package signed into law in late March (see our article on the CARES Act for more information). CHARITABLE PLANNING. Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

JUNE 16, 2016

It also takes time to develop philanthropic plans, which may include donor-advised funds under a community foundation as well as various charitable trusts. Note that this kind of planning is rarely effective after claims arise, so setting up these entities as early as possible is highly recommended.

Planning 52

Planning Taxes Assets Clients 52