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This month's First Friday Networking at Noon event featured a talk on year-end tax and gift planning for individuals and businesses. Lisa Nason, CPA educated us on some strategies and options to consider before the end of the year. We do not endorse any specific firm or individual. Disclaimer Any tax advice contained in the […]
We had the opportunity of attending a seminar by Russ Crosson, Executive Vice Chairman of Ronald Blue Trust. Russ shared some great tips on how to have family conferences with clients, and provided some great resources.
Hans Blake, CFA, CPA will be presenting at the National Business Institute on "Estate Administration Procedures: Why Each Step Is Important" on October 16, 2018 in Greenville, SC. He will be discussing the following topics: Considerations for Collecting the Assets, Preparing the Inventory and Handling Claims Against the Estate; and Being Thorough to Close the […]
Topic On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies […]
