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Ask First Form - Mark Prendergast
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2022: ASK First Form filled out by Mark Prendergast
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Outline: IYE - Estate Administration - Pete Kote - Fall 2022
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“Being an executor & trustee” Presentation by Peter Kote for the Fall2022 workshop series
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Curriculum Vitae: Peter C. Kote JD
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One page resume – 2022
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Ask First Form - Richard Huntington
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2022: ASK First Form signed by Richard Huntington
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Year-end tax planning for retirees
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Tax-loss harvesting and charitable contributions can lower what retirees owe the IRS.
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Outline: IYE - Charitable Opportunities Investing - Lindsey Jacobs - Fall 2022
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“Charitable Opportunities” Presentation by Lindsey Jacobs for the Fall 2022 workshop series
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Outline: IYE - Charitable Opportunities Investing - David B. Moore - Fall 2022
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“Charitable Opportunities” Presentation by David B. Moore for the Fall 2022 workshop series
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Procrastinating Americans putting off estate plans
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Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
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Outline: IYM - Equity and Fixed Income Investing - Dave Hutchison - Fall 2022
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“Equity and Fixed Income Investing” Presentation by Dave Hutchison for the Fall 2022 workshop series
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Taking RMDs in the form of stock
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Clients don’t have to sell stocks in their individual retirement accounts to take their required minimum distributions.
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