The new year brings new opportunities to support charitable organizations you feel passionate about. Read on for strategies to help make your gifting meaningful and potentially reduce current or future taxes.
The vast majority of bear markets have historically coincided with economic recessions. Observing leading indicators can help you anticipate bear markets and make informed decisions–read on for more details.
What wealth transfer strategies should you be considering after tax reform? Join BKD Family Office thought leaders Holly Pantzer and Susan Jones for a 60-minute discussion on wealth transfer planning under the Tax Cuts and Jobs Act.
Serving on a foundation’s board or investment committee is an honor, although managing the foundation’s investment portfolio can be confusing. Understanding best practices is important in providing effective oversight of the organization’s assets…
For most charities, legacy giving and planned giving are one and the same. In fact, when you hear the phrase planned giving, what comes to mind? If you immediately think of a charitable bequest in a will, you’re only partially there.
U.S. stocks rose significantly in the third quarter, while the upcoming midterms have increased market volatility. For more details and other insights, check out Jeff Layman and Andrew Douglas’s commentary on the third-quarter market performance.