Tag: Next Gen

On Watch – March 2015

In this issue:
“Foundation or Donor Advised Fund” by Angela Caraway, JD, CTFA, and Ross W. Nager, CPA
“Protecting Yourself Online” by Andrew B. Smith, JD
“Teaching My Children About Money” by Lissa Gangjee, JD, CFP®

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POSTED IN: Administration, Governance, On Watch, Philanthropy

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On Watch – May 2010

In this issue:
“Our Investment Outlook” by D. Fort Flowers, Jr.
“It’s Summer — Time for Heir Conditioning” by Ross W. Nager, CPA
“Properly Operating an FLP” by Ross W. Nager, CPA
“Our Clients Speak” by Ross W. Nager, CPA

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POSTED IN: Administration, Governance, Investments, On Watch, Planning

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