“Season” has certainly kept us busy. Between meeting with donors and their Professional Advisors to design and finalize philanthropic plans during the day and attending galas that sometimes stretch into the wee hours of the night, it has been a full and exciting time of year.
We’re seeing more and more of your clients seeking philanthropic planning opportunities, which tells us you recognize the value of working together with Gulf Coast. As always, the Gulf Coast Team continues to monitor trends closely so we can keep you informed of legal and policy developments that may impact your work with philanthropic individuals and families.
In this edition:
- Two Important Tax Rulings That Show Good Intentions Are Not Enough
- A Case Study on Business Succession Planning & Family Dynamics
