Resource Center

Webinars

September 2018

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


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, hones 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.

Jim Bell is offering to address community nonprofit organizations in the San Francisco Bay Area on this vital topic. If you are interested in having Jim speak to your board or group, please contact us at 510-433-1066 or info@bellinvest.com.

Jim Bell, CFP®, President and Founder

Market Analysis

White paper feature image
Don’t Try to Catch a Falling Knife
November 2, 2018 You are not going to like your October statements. The U.S. and international stock markets have …Read More

Publication

bellinvest publicaion
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

Latest News

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

Latest Tweet

Connect With Us

bellinvest 20 year