Mitt Romney strategy could help maximize charitable tax deductions – February 4, 2012
Media Coverage
The Washington Post with Bloomberg
The Washington Post with Bloomberg
A donor-advised fund is an alternative to giving directly to a charity – February 4, 2012
New Haven Independent
An Elm Seed Sprouts – February 3, 2012
Bloomberg
Taxpayers Channel Romney Using Donor-Advised Funds to Gift Stock – January 29, 2012
Financial Advisor
Taxpayers Channel Romney Using Donor-Advised Funds to Gift Stock – January 29, 2012