Posts Tagged ‘High-Net-Worth/Private Client Services’
Donor-Advised Funds vs. Private Foundations for Charitable Giving: What Is Right for You?
At a glance: Schedule a consultation today to learn more The full story: Charitably-minded individuals and families with significant wealth have several strategies and vehicles at their disposal for achieving their philanthropic goals. Two of the most popular options among this cohort are donor-advised funds (DAFs) and private foundations. Both options offer unique benefits and…
Read MoreEnding of the Tax Cuts & Jobs Act: Key Opportunities Before Exemptions Expire
At a glance Schedule a consultation The full story: The Tax Cuts & Jobs Act (TCJA) is sunsetting, with key estate and gift tax provisions set to expire on January 1, 2026. Here at Aprio, we have tracked the pending sunset, and here’s a brief recap: the current tax exemption (which is approximately $13 million…
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