Tax Planning & Charitable Giving: Two Sides of the Same Coin
March 4, 2019 | Newsletter
Click on the image above to read the Winter 2019 K&C Newsletter.
You are Going to Die! Philanthropy 3.0 – Your New Wealth Planning Strategy
February 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning and establishing a living legacy that can be an emotional comfort for your friends, family and community upon your passing.
Financial Literacy Month November 2018
November 22, 2018 | Newsletter
Click on the image above to read the Financial Literacy Month and #GivingTuesday November 2018 […]
Transition: The Immigrant Mentality of New Found Wealth
February 26, 2018 | Blog
Earlier this week I attended a workshop hosted by Blackwood Family Enterprise Services, Geoff Badger […]