by Kathleen Hays, Global Economics and Policy Editor for Bloomberg Television and Radio Jay Powell led the Federal Reserve in one of its most dramatic policy reversals in recent history in 2019. After hiking rates four times the year before, the Fed suddenly paused in January. And then in July it cut its key rate…
As the field of wealth management continues to see growth in robo-advising and digital platforms, the ability to add value to the client relationship by offering a higher level of service is more important than ever. Advisors who take the time to get to know their clients can use this deeper knowledge to create a…
Randy Kaufman is a Senior Vice President at EMM, a multi-family office and wealth management firm. She has years of experience in tax planning, multi-generational issues and philanthropy. In this article, Randy shares her research and insights on how women and millennials are the driving force behind the increase in social impact investing. As women…
Daniel Blaser is a JCF Fundholder,trustee, and real estate professional. He works as Senior Vice President at Extell Development Company, a nationally acclaimed developer of residential,office, retail and hospitality properties including Central Park Tower, soon to be the tallest residential building in the world. Prior to joining Extell in 2015, he worked at Paul Hastings LLP as a real estate attorney for nearly a decade. In July, Dan completed his participation in the New York cohort of the Wexner Heritage Program, a two-year Jewish study experience with a focus on leadership. We spoke with him recently about the charitable causes that are important to him, his engagement with Jewish communal organizations, and why using JCF has helped him give smarter.
By Ellen Israelson, VP of Philanthropic Service, JCF In its present form, the proposed changes in the tax code are a mixed bag for the not-for-profit sector. First, the potentially good news for philanthropy is that both bills maintain the charitable deduction. In fact if passed, it will increase the limit on the charitable deduction…