Philanthropy vs. Charity

Published on January 15, 2025

Helping clients address the roots of large societal problems is about more than writing checks.

Continue reading on website
Other news

Unlocking the Potential of Carried Interest in Estate Planning

January 15, 2025
The right estate planning approach can result in a significant, tax-efficient transfer of your client’s wealth.

Consumer Price Index: Inflation Ticks Up to 2.9% in December

January 15, 2025
Inflation ticked up in December while core growth slowed. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index rose to 2.89% year-over-year, right in line with economist expectations. Additionally, core CPI came in lower than expected, slowing to 3.2% year-over-year.