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Consequences of the New Tax Law on Charities and Estates: What Nonprofits and Their Supporters Need to Know

Webinar
August 21, 2 - 2:30 pm
online

While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, will hone in on the law’s effects on charities and estates. Some of the questions he will address are:

• What effect will the new standard deduction have on charitable giving?
• How do qualified charitable distributions become even more important?
• How might estate tax changes influence charitable giving?

The talk should be of particular interest to all nonprofit professionals seeking to learn more about how the new tax law will impact individual donors, their supporters, and nonprofits in general.

Register at bit.ly/NTLnonprofits

Market Analysis

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“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Publication

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Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

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Piedmont East Bay Children’s Choir Candlelight Concert

Bell Investment Advisors has been a major supporter of the Piedmont East Bay Children’s Choir (PEBCC.org) for almost ten years. We are lifelong music lovers and consider our involvement with Bay Area music and arts organizations central to making a good life happen for our family, our business, and our community. On Sunday, December 2 from …Read More

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