Donor-Advised Funds: Giving with a Tax Advantage

by Webster Rogers | Sep 9, 2020

Video < Back to the Video Library Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (843) 665-5900 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...

2020 Mid-Year Tax Planning Tips

by Webster Rogers | Aug 25, 2020

Video < Back to the Video Library Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (843) 665-5900 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...

What the CARES Act means for Individuals

by Webster Rogers | Mar 31, 2020

Video < Back to the Video Library Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (843) 665-5900 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...

All About Equity Crowdfunding

by Webster Rogers | Dec 2, 2019

Video < Back to the Video Library Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (843) 665-5900 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...

7 Tax Minimization Strategies for Investing

by Webster Rogers | Sep 1, 2019

Video < Back to the Video Library Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (843) 665-5900 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...