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Day: May 21, 2021

The Eagle’s Eye – May 2021 Client Letter: 7 Charitable Giving Missteps and Higher Taxes on Capital Gains

Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020: The Annual Report on Philanthropy for the Year 2019. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. Foundations added an estimated $75.7 billion, while another $43.2 […]

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor.  Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207.  PKS and Concurrent Investment Advisors, LLC d/b/a Eagle Capital Advisors are not affiliated companies.

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