Webinar

Our goal is to continue offering informative and timely free webinars based on what we are working on in the moment.  Right now, the hot topics are private equity funds and all their close cousins such as profits interests, carried interest, hedge funds and private real estate funds.  We have completed dozens of these transactions in…

You knew this was coming!  NFTs or non-fungible tokens are the newest “asset” to pop up in the world of charitable gifting.  Last month, the top 100 NFT sales amounted to $2.3 Billion (yes… BILLION!).  Essentially, NFTs are a low-overhead endeavor because they are created, viewed, traded and owned online.  But because NFTs are still so…

Happy New Year! Last year was a blur for our team on many levels with unprecedented activity across every service line. We completed more than 230 noncash donations for $1.056 BILLION… 250% more than our previous annual record!  We also delivered 64 speeches, 107 new charitable gift annuities for over $12 million dollars, more than…