News & Events

Sign up for our monthly Bell e-News.

To get the latest news and updates from us, please fill out the form and click "Subscribe" to receive our e-newsletter.

Consequences of the New Tax Law on Charities & Estates

Lunch and Learn
May 22, 2019, 12-1:30 pm
Bell's Oakland office, 1111 Broadway, 16th Floor

Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on the Tax Cuts and Jobs Act and its impact on philanthropy. At this Lunch and Learn, he will speak and take questions regarding:

  • Qualified Charitable Distributions
  • Strategies regarding standard vs. itemized deductions
  • Changes to tax savings for charitable contributions
  • Solutions for donors

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

There is no fee for this event. Space is limited and reservations are required.
To attend, RSVP to RSVP@bellinvest.com, or 510-433-1066 ext. 100

 

 

Market Analysis

White paper feature image
Investors Rewarded
November 9, 2019 This year continues to reward stock and bond investors. After starting the month with a decline, …Read More

Video

video feature image

Publication

bellinvest publicaion
529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More