Dec 20, 2019
Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office
Philanthropic planning is a unique opportunity for CPAs to help clients plan to use their wealth to support the public good. In this episode, Nadine Lee, CPA/PFS shares how you can help clients simplify and optimize gifting to charities by establishing donor advised funds.
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