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Posts by: tom-theodore

Tis The Season…For Charitable Giving!

U.S. Trust publishes annual statistics on how and why high-net worth families give to charity.  The Executive Summary is always insightful, providing a wealth of statistics into what drives wealthy donors to give and what strategies they use to prioritize and distribute their charitable giving dollars.  For those readers interested,…

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Tax Planning vs. Tax Preparation

It’s Time to Do Your Taxes! What?  It’s not April 15th, is it? Well, you’ve got me there.  But, it is the time to lower your 2014 tax bill if you were unhappy with what you paid last year.  What I’m talking about is tax planning.  And this is a…

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Thoughts of the Journey to Global View

As many of my friends and clients know, last year I decided to transition my career completely into financial planning.  Over the last few years, being a CPA I had more and more families and small business owners seeking help and advice as they worked through the financial crisis and…

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