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The Generosity Edition

This edition focuses on the protection and benefits of donorship and includes articles regarding joining a nonprofit board, gifting strategy, preserving individual assets, leaving a legacy, and tax benefits.

The Wealth Preservation Edition

This edition explores¬†ways that wealth can remain available to provide the future its creators intended, providing a general overview and introduction to the advisability of a gifting strategy and moves into wealth preservation through dynasty trusts for families and homestead protection for homeowners, estate and gift tax reduction, and the…

The C-Suite Edition

This edition addresses various issues and challenges encountered by business owners and senior executives within the private sector, including large nonprofit organizations, in managing their businesses and the associated risks, including board relations and responsibilities, protecting valuable business information and relationships, beneficiary designations, employee equity provisions, and equity incentive compensation…

The Private Foundation Edition

This edition focuses on achieving philanthropic goals through private foundations and alternative vehicles, including duties and responsibilities of private foundation boards, compensation of directors, succession planning, legacy preservation, alternate giving structures, and ongoing operations.