Don’t Be an Easy Target This Holiday Season
December 14, 2023
How you can protect yourself from financial fraud.
2022 Year-End Tax Planning Reminders
December 8, 2022
Ways to take advantage of current conditions to make your real wealth work harder for you.
Giving Tuesday: Bunching Charitable Gifts
November 29, 2022
Using a donor-advised fund for tax-smart charitable giving.
Simplifying Philanthropy for Wealth Management Clients
June 2, 2020
For 25 years, the AMG Charitable Gift Foundation has helped wealth management clients simplify and integrate their philanthropy.
Philanthropy Can Be a Family Affair
November 14, 2019
Many people are discovering charitable giving is a great way to strengthen family bonds while teaching children and grandchildren about their family’s values and traditions.
Save Yourself Some Money with a Donor-Advised Fund
February 12, 2018
QUESTION: I just lost my state and local tax deductions in the recent tax reform, and I have no mortgage interest to deduct. Is there