Please join us for our next Professional Advisors Circle event on Wednesday September 12 at the Transamerica Pyramid. We will explore the many estate and legacy planning issues particular to LGBT clients, including structuring assets
Horizons’ Q Series are free public events featuring leaders of the LGBTQ movement in dialogue about our movement, our culture, and what it means to be LGBTQ. We wrap up the year with our comprehensive analysis
A Donor-Advised Fund can help you take a tax deduction in the current year, avoid capital gains from the sale of highly appreciated assets, and spread the granting of charitable gifts over an unlimited number of years.