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,…