| July 20, 2016 Martin M. Shenkman Practitioners should put all clients involved in active planning on notice of Clinton and Trump’s proposals because they’re so dramatically different. FULL ARTICLE |
Pearce Landry-Wegener Help your clients with this difficult conversation. Learning good financial habits can be central to a successful and independent adulthood. FULL ARTICLE |
Christopher Steele The average user possesses upwards of 90 online accounts. What exactly happens to those accounts when your clients die? FULL ARTICLE |
Conrad Teitell Here are the proposals in the Blueprint that directly affect charities and their donors. FULL ARTICLE |
Bruce DeBoskey Six key lessons to design, implement and evaluate a wide variety of ways to make philanthropy more impactful. FULL ARTICLE |
Martin Levine Martin Levine discusses the new law that raises public disclosure requirements for these organizations and why some critics believe the bill is an attempt to silence opposition to government policy rather than a move toward greater transparency. FULL ARTICLE |
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