Southeast Toyota Finance’s Post

Hey! Those of you interested in professional philanthropy, have you heard about the new Executive Director Institute for philanthropy leaders who want to learn the ins and outs of running a philanthropic endeavor, whether a private foundation, DAF, LLC or other form? Sharon Schneider, and colleagues, have mined their 40+ years of experience to develop a 3-month curriculum covering the basics that no one seems to teach anymore - compliance, taxes and accounting, running a board meeting, due diligence - plus using innovative tools like PRIs, recoverable grants, direct charitable activities, and more. I thought there might be some folks out there who might benefit from this cohort-based program. Maybe an emerging philanthropist who is looking to step into a role leading the family philanthropy, or a family who recently hired someone? The person's title is not the important thing, just the idea that they are looking to get up to speed. I sure wish I had a class like this when I was starting out. You can learn more about the Executive Director Institute here: https://lnkd.in/dh2XEegW

#Types_of_Business 4 #Corporation Corporations are a separate legal entity created by shareholders. Incorporating a business protects owners from being personally liable for the company’s debts or legal disputes. A corporation is more complicated to create, as compared to the other three types of businesses. Articles of incorporation must be drafted, which include information such as the number of shares to be issued, the name and location of the business, and the purpose of the business. There are three main types of corporations: #C_Corporation: This is the most common form of incorporation. The corporation is taxed as a business entity and owners receive profits that are then also taxed individually. S Corporation: This is similar to a C corporation but may only consist of up to 100 shareholders. S corporations are pass-through entities like partnerships, so profits are not taxed twice. #Non_Profit Corporation: Often used by charitable organizations, non-profit corporations are tax exempt. All forms of incoming cash flow must be utilized to spend on the organization’s operations or future plans. #LLB #lawschool #lawgat #lawyers #laws #law #lawfirm #lawenforcement #lawstudent #LAT #LAW_E_Library #law_e_library #advocate #business #busniesslaw

As Warren Buffet's right-hand man, Charlie Munger was one of the world's most famous investors. He was worth $2.6B at his death this week, having donated a further $550M to charity. Despite this, finding people who can "avoid stupidity" falls a little short as a guide for hiring senior investment staff. As well as a strong investment record, our Alternative Investments practice looks for a balance of high intelligence, intellectual curiosity, emotional intelligence and exceptional analytical skills. #pe #privateequity #alternativeinvestments #recruitment #executivesearch

Want to ensure your year end #donations are done in a #tax efficient manner, check out this infographic from Ali Spinner, FCPA, FCA, TEP of Crowe Soberman

I recently read an article by @moneywisecom titled “'I am playing in extra innings': Warren Buffett gets candid about death and his kids' 'awesome responsibility' of executing his will—here are 3 estate planning tips to ease the burden.” The article shared about how Warren Buffet is 93 years old and how his family agrees that dynastic wealth “is not desirable.” Buffet’s children range in age from 65-70 and are named trustees of the charitable trust that will receive 99%-plus of Buffet’s wealth after death. The piece shares about how Buffet has accumulated an immense wealth and seems to be at peace with how he plans to leave his legacy. I love how the article then discusses three ways to help your loved ones so they can grieve your loss in peace. It says to write a will, trust in trusts and consult with a professional—all sound pieces of advice if you ask me. It was a quick and interesting read, and I recommend looking it up. If you do, I’d love to hear your thoughts. What do you think of Buffet’s plan? Let me know in the comments. Related Topics: estate planning asset planning power of attorney wills living trust wealth management asset management legal services #wills #assets #estateplanning #poa #assetplanning #attorney #attorneys #strategicplanning #wealthmanagement #elderly #lawyers #financialpeace #caregiversupport #assetmanagement #livingtrust

We need to change the narrative around Philanthropy and Philanthropists Founder of Prism the Gift Fund, Anna Josse discusses the paradoxes present in the philanthropy sector today, and how they could be addressed. Read more: https://lnkd.in/eRGu4Tx9 Subscribe to the Citywealth Weekly Newsletter to learn more about Private Wealth Management: https://lnkd.in/et9kYWeR #Citywealth #privatewealth #privateclient #lawyers #accountants #trustees #privatebanks #investmentmanagers #powerwomen #PrivateWealth #lawfirms #financialservices #trusts #wealthmanagement

🌿 Uncover the soulful side of financial planning with Andy Rodgers on the Heart Led Business Show! 💡 From legacy conversations to charitable endeavors, Andy's holistic approach to wealth management will inspire you to redefine success. Connect with us today for a transformative journey into heart-led finance! #SoulfulFinance #LegacyPlanning #FinancialEmpowerment #DreamBig #HeartLedBusinessShow #HeartOverHustle #BusinessWithHeart #WealthAndWellness #HeartLedBusiness #ConsciousCapitalism

At Signature Private, we understand not every client is the same. We offer curated insurance strategies that secure lasting prosperity. And our clients include tax-conscious investors, philanthropists, business owners, community leaders, and the stewards of family wealth. Check out all the details here: https://ow.ly/SjEP50QyLlW #SignaturePrivate #RetirementPlanning #WealthTransfer #BusinessPlanning #CharitableGiving #LegacyPlanning #EstatePlanning #PolicyReview #TaxEfficientPlanning

Should be a very useful workshop, of key interest to independent sponsors and their financial backers.

𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐌𝐨𝐯𝐞 𝐚𝐭 𝐓𝐚𝐭𝐚 𝐒𝐭𝐞𝐞𝐥! 🏗️🛠️ Exciting developments in the market today as a major player announces a significant new fundraising initiative. This strategic move is set to drive future growth and strengthen financial stability. Stay tuned for more updates as this story unfolds! 🌟 #Fundraising #DebtSecurities #Finance #MarketNews #BusinessGrowth