by Financial Advisor | May 8, 2023 | Crewe Advisors
While private foundations are often used for tax breaks, it can be difficult to navigate certain tax rules at times. CEO Don Evans suggests using donor-advised funds to maximize your deduction totals as he speaks with Jeff Stimpson at Financial...
by Financial Advisor | Dec 1, 2022 | Crewe Advisors
Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Ben Mattlin of Financial Advisor about the challenges younger people are facing when it comes to investing. He also cites gender bias as a topic of concern moving forward. “Younger clients want to be as...
by Financial Advisor | Nov 9, 2022 | Crewe Advisors
Financial Advisor reporter Ben Mattlin speaks with Megan Slatter, a wealth advisor at Crewe Advisors, about taking required minimum distributions from tax-advantaged retirement accounts and how life insurance and qualified charitable distributions can serve as legal...
by Financial Advisor | Sep 26, 2022 | Crewe Advisors
“It’s generally well known that donations made to private foundations create income tax deductions. Less commonly known is that only gifts to private foundations of publicly traded stock and cash generate fair market value income tax deductions,” said Don Evans,...
by Financial Advisor | Aug 15, 2022 | Crewe Advisors
Ben Mattlin at Financial Advisor gathers insight from Jason Miller, partner at Crewe Advisors, on options that are available when a client needs emergency cash. Miller explains a reverse mortgage may be appropriate for those in the decumulation stage of retirement...
