Raise the region | Thursday, May 29, 2025

Raise the region
Thursday, May 29, 2025

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From the WSJ: Tax-Smart Philanthropy Made Easy

By avorio / August 22, 2014 / 0 Comments

From the Wall Street Journal: What do the bull market, booming mergers and acquisitions, and possible changes to the tax laws have in common? They all signal that it is … Read more

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From 21/64: What We’re Reading

By avorio / August 6, 2014 / 0 Comments

Raised Healthy, Wealthy, and Wise: Lessons from Successful Inheritors on How They Got That Way Coventry Edwards-Pitt (BP Books, 2014); Reviewed by Sara Finkelstein Order from 21/64 and Amazon. At 21/64, … Read more

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Family Foundations Let the Affluent Leave a Legacy

By avorio / February 10, 2014 / 0 Comments

From the New York Times: According to the most recent statistics, the number of family foundations like the Cordes Foundation has exploded since 2001. There are now over 40,000 family … Read more

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Give More – Tax Free- From Your IRA Before December 31!

By avorio / December 10, 2013 / 0 Comments

This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for … Read more

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Gifts of Appreciated Stock

By avorio / December 10, 2013 / 0 Comments

This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for … Read more

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