The Advice to Advisors Newsletter provides timely information on philanthropy and charitable giving.
Ideal for professionals working in financial planning, insurance, estate and tax accounting, wills and estates law, investment planning and wealth management fields.
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FALL 2024 – Alternative minimum tax and capital gains inclusion rate
SPRING 2024 – Estate Plan Readiness
FALL 2023 – Alternative Minimum Tax and charitable giving
SUMMER 2023 – Working with Calgary Foundation
SPRING 2023 – Multicultural and Newcomer Charitable Giving
WINTER 2022 – Philanthropic and Legacy Conversations
NOVEMBER 2021 – The Power of Endowment
FEBRUARY 2021 – Family Day Feature
OCTOBER 2020 – The Division of Assets
JUNE 2020 – Meet the Advisor Engagement Committee
MAY 2018 – Preserving Family Wealth
NOVEMBER 2017 – Business Succession Planning and Philanthropy
MAY 2017 – Creating a Legacy through Ecological Gifts
MAY 2016 – Family Legacies – the Challenges and Opportunities
NOVEMBER 2015 – A Commitment to Valued Relationships
SPRING 2013 – A “Perfect Storm” of Planned Gift Opportunity for Advisors with High Net Worth Clients
APRIL 2011 – Tax Strategies for the HNW Family
JUNE 2011 – Planned Giving: Know the rules, seize the opportunities!