Private Foundations – Good Intentions Can Often Lead to Unintended Consequences

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Podcast: Play in new window | Download(Click here for presentation) As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves. Mr. Haskell works with and provides guidance to a team of attorneys, accountants, and support professionals who provide tax reporting services to clients of …

csachs7@gmail.comPrivate Foundations – Good Intentions Can Often Lead to Unintended Consequences

The Auction House Revealed: What Every Trust and Estate Professional Needs to Know About Working with Auction Houses

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Podcast: Play in new window | Download(Click here for presentation) Overview: The presentation will benefit anyone who works with high-net worth clients, handles their trust and estate matters, and/or has clients that are building or deacquisitioning a collection. The topic will explore an overview of auction houses; how auction houses, museums, dealers and appraisers determine value; and how an auction …

csachs7@gmail.comThe Auction House Revealed: What Every Trust and Estate Professional Needs to Know About Working with Auction Houses