Posts by Ryan Wirtz, CPA, MST, RSSA
Private Foundation or Donor-Advised Fund (DAF)
When people start thinking about philanthropy and structured long-term charitable giving, they often find themselves presented with two very different vehicles: the private foundation and the donor-advised fund (DAF). Both can be powerful tools for charitable giving, but they come with different responsibilities, opportunities and trade-offs. If you’re weighing these options, you’re not alone. The…
Read MoreThe Roles Trusts Play in Helping Prepare Children to Inherit Wealth
Establishing comprehensive estate and wealth transfer plans is paramount for high-net-worth families to ensure a seamless transfer of assets, minimize taxes and protect family wealth. This is especially true now that the Tax Cuts and Jobs Act (TCJA) provisions are set to sunset at the end of 2025. Equally important is educating the next generations…
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