Powerful Giving

Published on October 21, 2024

Community foundations are an excellent resource for estate attorneys seeking to develop customized charitable giving strategies for their clients.

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Debate: Should Employees Get a Health Insurance Tax Break?

October 21, 2024
Currently, employers get the tax benefit. What if workers got the cash to pick their own plan?

Dave Barton, Mercer Advisors’ Head of M&A, Retires

October 21, 2024
The 58-year-old RIA pioneer and architect of Mercer’s rapid growth-by-acquisition strategy oversaw almost 90 deals during his tenure. Martine Lellis, principal of M&A partner development, will take on his responsibilities.