Bringing you the inside news from Arnerich Massena’s Wealth Management Team
If you are considering making charitable gifts during your lifetime or at your death, it’s important to understand that not all dollars are taxed equally. In this article, senior wealth strategist Glen Goland, JD, CFP, discusses several common strategies for tax-efficient gifting. Read more here.
With the back-to-school frenzy around the corner, there is no better time for parents and grandparents to refresh their knowledge on 529 plans. In this article, paraplanner Katherine Fox shares some helpful tips. Read more…
Philanthropy Focus: Native Arts and Cultures Foundation
Read here about the amazing work and art of the Native Arts and Cultures Foundation. Find out about current fundraising events and capital calls.
Partnering in Our Community: 2018 Special Olympics USA Games
Investment advisor Kate Deines served as ambassador of the 2018 Special Olympics USA Games held in Seattle. She shares her experience in a recap of this incredible event. Read more here…