JCF is committed to creating positive social impact beyond grant-making, by offering a variety of social impact investments. On October 13, JCF presented a webinar to help people understand the growing field of impact investing and specifically, to learn about what JCF has to offer. JCF Trustee Emeritus Michael Lustig, a finance professional and Adjunct…
On November 15, Jewish Communal Fund presented Outlook 2022, an overview of current tax proposals and the potential impact on individuals and charities. You may view the recording of the presentation by three esteemed tax experts: JCF Trustee Lee M. Cohen, Managing Partner and Founder of L.M. Cohen & Co.; JCF Trustee Alan Halperin, a…
There are several ways you can help your clients reduce their tax burden and increase the money available to help those in need, especially at year-end. If your client has received a bonus, a windfall from selling a business, or an inheritance, this is an opportune time to set up a tax-efficient vehicle to make…
Jewish Communal Fund study identifies gaps and opportunities for successfully advising the UHNW multigenerational family Jewish Communal Fund has released its comprehensive report, “Bridging the Generational Divide: Advising the Multigenerational UHNW Family and Retaining the Next Generation,” based on surveys and in-depth interviews with advisors who service the single and multi-family office sectors. Almost…
Time is running out for clients to lock in their charitable tax deduction for 2020 Back in 2018, many personal exemptions vanished including deductions for moving expenses, alimony, and unreimbursed employee expenses. In addition, a $10,000 cap on deductions for state and local taxes affected many people. As the dust settles from the election, it…