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Tip of the Iceberg: Wealth Transfer Tools for Setting Future Generations up for Financial Success

How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family? Unfortunately, we can’t give you all the answers in the context of one blog post. …
How can you provide your children, and their children, with financial stability now or when you’re no longer here? What wealth transfer strategies are best for your family?… https://www.weinsteinspira.com/blog/2017/11/tip-iceberg-wealth-transfer-tools-setting-future-generations-financial-success/

5 Reasons Why Your Business Should Engage in Philanthropy Year-Round

We make it a priority to ensure team members are able to participate in volunteerism throughout the year. Inside, you’ll find Elizabeth and Katie’s five reasons why your business should engage in philanthropy year-round, as well.
Have you heard? Today is National Philanthropy Day! This day was created by the Association of Fundraising Professionals and aims to celebrate philanthropy, whether it be… https://www.weinsteinspira.com/blog/2017/11/5-reasons-why-your-business-should-engage-philanthropy-year-round/

Year-End Tax Strategies to Set Your Family Office Up for Success in 2018 and Beyond

Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves coordination between various entities and individuals.
Already thinking about next year’s tax deadline? Believe it or not, now may be the best time to do just that! Family office accounting can be incredibly cumbersome, as it involves… https://www.weinsteinspira.com/blog/2017/11/year-end-tax-strategies-set-your-family-office-success-2018-and-beyond/