Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."