OneAccord buys, sells and operates business
  • Services
  • About
  • Testimonials
  • Blog
  • Services
  • About
  • Testimonials
  • Blog

Tax and Estate Planning with Charitable Trusts

Investment assets have two primary benefits: the income they produce, and their hopefully increasing value. With charitable trusts, charitably inclined investors can support their chosen charity or foundation by donating one of these two components (principal or income), while retaining the...


  Doug Custer & Bruce Yates         
tax and estate planning 11

Tax and Estate Planning with Charitable Trusts

Doug Custer & Bruce Yates 09/17/2019
how will you handle the cost of 6

How Will You Handle the Cost of Long-Term Care?

Mark Jaeger 09/10/2019
what will retirement look like

What Will Retirement Look Like for You?

Mark Jaeger 08/27/2019

Posts by Topic

  • Leadership (73)
  • Educational Resources (55)
  • Strategic Planning (33)
  • M&A (29)
  • Selling Your Business (29)
  • Marketing (24)
  • Nonprofit (24)
  • Sales (24)
  • Announcements (19)
  • Growing Your Business (15)
  • COVID-19 (9)
  • Culture (9)
  • Valuation (9)
  • Personal Development (8)
  • Security (5)
  • Fundraising (4)
  • Holiday (4)
  • Financial (3)
  • Legal (3)
  • Retirement (3)
  • Tax (3)
  • ESOP (2)
see all

Blog Topics

  • Announcements
  • Business Owner
  • Growing Your Business
  • Industry News
  • Leadership
  • M&A Market Updates
  • Educational Resources
  • Selling Your Business
  • Taxes
  • Transition Planning
  • Valuation
  • Financial

Site Map 

Home | Services | About | Testimonials | Resources

Contact OneAccord

OneAccord

Private Equity | OneAccord Privacy Policy

Sign Up For Our Newsletter

     

Sign Up for Our Building Value Newsletter