Thomas Pontius News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Clients want to give back — here s how advisors can help them do philanthropy right

Veteran advisor Ken Van Leeuwen said by opening up and sharing his own story, he has been able to help his charitably inclined clients make an impact in a way that is true to them.

United statesThomas pontiusKayne anderson rudnickKevin pariseKen van leeuwenJustin mackVan leeuwenJustinl mackVan leeuwen companyJude children research hospitalAmerican heart associationAmerican college of financial servicesFinancial planning podcastFinancial planningJude childrenKayne anderson

The many ways to leave a legacy, with ACFS President George Nichols III

Inspired by two lessons his mother taught him when he was a child, the President and CEO of The American College of Financial Services has a passion for giving and helping others give that runs deep.

United statesNew yorkKevin pariseGeorge nicholsKayne anderson rudnickJustin mackThomas pontiusJustinl mackJude children research hospitalAmerican collegeOffice of governmental affairsAmerican college of financial servicesFinancial planning podcastFinancial servicesFinancial planningKayne anderson

Charitable giving in clients financial plans, firms business plans

Financial Planner Thomas Pontius of Kayne Anderson Rudnick joins the FP Podcast to discuss what makes charitable giving attractive to clients, and the business benefits that double as food for the soul.

United statesLos angelesThomas pontiusJustinl mackJustin mackKayne andersonKayne anderson rudnickWells fargo private bankJude children research hospitalFinancial planning podcastAnderson rudnickFinancial planningJude childrenWells fargoJobs actTax cuts

Bombshell tax draft throws curve ball at retirement accounts, levies on the rich and inheritances

Bombshell tax draft throws curve ball at retirement accounts, levies on the rich and inheritances
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesMallon fitzpatrickKayne anderson rudnickRichard nealRobertson stephensJoe bidenThomas pontiusLos angelesDana dauriaPeter thielWays means committeeHouse ways means committeeMeans committeePresident joe bidenMassachusetts democrat

Bombshell tax draft throws curve ball at retirement accounts, levies on the rich and inheritances

Bombshell tax draft throws curve ball at retirement accounts, levies on the rich and inheritances
accountingtoday.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from accountingtoday.com Daily Mail and Mail on Sunday newspapers.