Tax Cuts And Jobs Act

Tax Cuts And Jobs Act

As you may have heard both the House of Representatives (“House”) and the Senate have released preliminary plans for tax reform. The GOP is aiming to move the House bill, the “Tax Cuts and Jobs Act,” to a floor vote during the week of November 13th. The Senate could...
Make Charitable Giving History In 2017

Make Charitable Giving History In 2017

GreerWalker Wealth Management partners with Charles Schwab who provides custodial services and investment research. In this article, Schwab highlights using appreciated securities when making charitable donations.  Click here to read the article. Should you have...
Tax Reform 2017 And Its Impact On Estate, Gift & Trusts

Tax Reform 2017 And Its Impact On Estate, Gift & Trusts

On November 2, 2017, the “Tax Cuts and Jobs Act” (H.R. 1) was introduced. We have summarized below some of the provisions affecting the Estate, Gift & Trust area. Keep in mind that there are many more steps in the legislative process before any of...
What To Consider When Forming An Investment Policy

What To Consider When Forming An Investment Policy

Does your nonprofit have a formal investment policy? There are several factors that you might want to considered when forming your organization’s investment policy. These considerations are outlined in a white paper on our Not-For-Profit page. Read the full...
Juggling Family Wealth Management Is No Trick

Juggling Family Wealth Management Is No Trick

Preserving and managing family wealth requires addressing a number of major issues. These include saving for your children’s education and funding your own retirement. Juggling these competing demands is no trick. Rather, it requires a carefully devised and maintained...