Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. This can also include advice on business structure, operational efficiencies, and long-term strategic planning.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Brown Advisory

MAY 4, 2020

As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options. All of these articles are designed to educate each chapter’s donor base, and to create context for engaging those donors in planned giving conversations.

Nonprofit 52

Nonprofit Investments Investing Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investments Investing Clients 52