You Are Here: Home » Posts tagged "Assisting Individuals with Charitable Legacies"

Assisting Individuals with Charitable Legacies

Advising Clients on Charitable Legacies Many individuals desire to make charitable bequests but are not certain how to do so or how they work.  This is an area where a CPA can offer valuable assistance.  There are many issues—some tax-related, some not—but the overriding concern is the client’s desire to do some good with what they have accumulated.  Sid Kess, CPA, and Edward Mendlowitz, CPA, PFS, share way ...

Read more

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top