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Charitable Giving and Tax Reform: What Does it Mean for Donors?

Wealth Planning

Significant provisions of the House and Senate Tax Bills relevant to charitable donors.  The House and Senate Tax Bills have retained the charitable contribution deduction. However, the tax advantages of charitable giving would be impacted by rate reductions and changes to other itemized deductions and the standard deduction. Most of the provisions of the House


Capital Perspectives September 2017

Tony Roth |
Investment Management

In the September issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Rising tide of global growth helps keep U.S. equity boats afloat. In Focus provides a high-level overview of the economic cycle, the telltale signs of each stage, and their significance. Investment positioning, major themes, and asset class positioning