On Watch – May 2025

By James C. Reed, MBA, CFA^®, David L. Zahn, CPA, CFP^® and Anne-Lise A. Wiegand, CPA on July 1, 2025

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The latest edition of On Watch is now available for download. This issue features articles about Professionalizing Your Family Foundation, Why to Retire Paper Payments, and What to Look for in Performance Reports. Contributors to this issue are James C. Reed, MBA, CFA^®, Anne-Lise A. Wiegand, CPA, and David L. Zahn, CPA, CFP^®.

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POSTED IN: Estate Planning, News, On Watch, Planning

TAGGED: Estate Planning, Financial Planning, Foundation Grant-Making, Investment Planning, Multi-generational Planning, Next Generation, Tax Planning, Wealth Management, Wealth Transfer Planning

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