Age and wealth often make clients more charitably inclined. But it’s important for them to plan for how they’re going to gift their cash and assets and how it will affect their taxes. For example, clients might end up paying more in taxes than they should have by structuring […]
Age and wealth often make clients more charitably inclined. But it’s important for them to plan for how they’re going to gift their cash and assets and how it will affect their taxes. For example, clients might end up paying more in taxes than they should have by structuring […] Click here to view full […]