The Advisor, January 2015
Loading...
Authors
Advisor
Issue Date
2015
Keyword
Degree
Department
Other Identifiers
CardCat URL
Abstract
The Advisor is a monthly newsletter for all professional advisors including attorneys, accountants, trust officers, and life insurance agents. This publication is an education tool that keeps professional advisors up to date on planned gift techniques, new case rulings, and legislation pertinent to estate and financial planning, and new developments in charitable giving.