Events

This presentation will cover the advantages and disadvantages of each type of charitable entity. Register via Zoom Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as a part of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”) as the preferred charitable vehicle. While a […]

Join us and Family Enterprise USA for an insightful webcast on the Corporate Transparency Act, hosted by Partner, Matt Brown, specifically designed for family-owned businesses. Gain expert insights into the Corporate Transparency Act, understand future legislative changes, and receive practical guidance on navigating complex reporting obligations, ensuring your family-owned business is fully prepared for evolving […]