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Case Studies Andy Suchann Case Studies Andy Suchann

Capital Dividend Account

One of the best kept secrets: The Capital Dividend Account - Donating securities can be a great way to save tax, but for clients who hold publicly-traded securities within an investment holding company there can be an even greater opportunity for making tax-efficient charitable donations.

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Donors Andy Suchann Donors Andy Suchann

Teach Your Kids To Give

Show your grandchildren the importance of giving back. Grandparents around the country are finding ways — some subtle, some not so subtle — to drive home to their grandchildren the idea that it can be fun to give. Follow these tips to follow their lead.

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