AEF Insights Blog
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Submitted by American Endowment Foundation on August 21st, 2015
By Peter McCrea
Financial advisors who know what to look for can uncover significant opportunities, increase assets under management, and benefit their prospects and clients in ways that are tax-efficient and can be easy to implement.
Submitted by American Endowment Foundation on August 4th, 2015
By Eric Kinaitis
A recent case study featured two topics that many never consider as being part of a charitable giving solution: real estate and a charitable trust combined together.
Submitted by American Endowment Foundation on June 30th, 2015
Submitted by American Endowment Foundation on June 17th, 2015
Submitted by American Endowment Foundation on March 12th, 2015
Submitted by American Endowment Foundation on February 20th, 2015
Submitted by American Endowment Foundation on February 5th, 2015
Submitted by American Endowment Foundation on January 27th, 2015
Submitted by American Endowment Foundation on January 5th, 2015
By Eric Kinaitis
Whenever a new year begins, it brings with it the end of the “panic” season; the rush of phone calls from clients eager to determine the best ways to get the greatest tax savings before the calendar year ends. For many clients and their advisors, these calls led to discussions on how best (and how much) to give away to charity.
Submitted by American Endowment Foundation on December 29th, 2014