LWTAC

How to give to charity in the most tax-effective way

By Michelle J. Black, CIMA®, CPWA® You want to accomplish as much as possible when you donate to charity. Beyond contributing to worthy causes, that means allocating your resources as tax-efficiently as possible. Fortunately, a number of income and estate-tax…

10 Reasons You Should Consider Donor Advised Funds

July 21, 2015 Brian Kazanchy, RegentAtlantic As a Wealth Advisor, I work regularly with clients who have a great interest in making donations to charity. Although they could easily write checks to their favorite nonprofits, I usually suggest my clients…

CFNJ Hosts LWTAC Reception

February 20, 2015 The Community Foundation last night hosted members of its Legal, Wealth, Tax Advisory Committee for a reception to say “thank you” for their continued good counsel and support. By guiding philanthropic families, members of the Legal, Wealth,…

What was Mark Zuckerberg Thinking?

January 3, 2013 Mark Zuckerberg’s recent contribution to the Silicon Valley Community Foundation had some people wondering why he chose to make the gift to a community foundation instead of a private foundation.  Why didn’t he just establish the Mark…