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ThinkAdvisorFor the uber-rich and sometimes simply for the high-net-worth client niche, charitable giving through trusts and foundations is an outstanding tax-reducing tack. Indeed, gifting is both giving and receiving: Give away assets, receive an income tax ... more »
PR Web (press release)Loring Ward set out to answer a question that seems to be on every advisor's mind - how to develop meaningful, referral-worthy relationships, grounded in trust and partnership, with CPAs, estate planning attorneys and insurance specialists. To help get ... more »