Charitable Remainder Trusts: Deduct, Diversify, and Distribute to Family and Cherished Causes!
Scott and Christy Boysen of Apex Legacy Consultants discuss charitable giving strategies and techniques, including charitable remainder trusts.
Read MoreLessons from Failure: Long Term Capital Management
In a recent client letter, Scott explains the importance of portfolio diversification and why it’s important to resist the urge to jump on the newest and hottest company stock without first evaluating your entire financial portfolio and financial goals.
Read MoreEquity Compensation & Charitable Giving with Donor Advised Funds
Executive equity compensation awards, such as stock options, restricted stock units, and directly held shares of company stock with large embedded taxable positions can be the most tax-advantageous assets to use to meet philanthropic goals. Learn more about charitable giving using executive compensation in an effort to help maximize your charitable donations.
Read MoreTax-Advantaged Charitable Giving Strategies
Scott and Prof. Russell James, J.D., PhD, CFP®, one of the nation’s leading experts on charitable giving and philanthropy (as well as an entertaining presenter) discuss top tax-advantaged ways to help your favorite causes.
Read MoreClient Updates: 7.12% Savings Bonds / Charitable Giving 2021 Deadlines
As the year comes to a close, I wanted to call your attention to a few time-sensitive year-end financial planning actions, including I Bonds and charitable giving deadlines via a donor advised fund (“DAF”), as well as scam and fraud attempts and emergency preparedness.
Read MoreCharitable Gifts of Company Stock
Gifting company stock to a charitable organization has many complex rules attached to it, but when completed properly, this gift can be of great financial benefit to both you and the charitable organization!
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