by Wealth Excel | Oct 11, 2021 | Charitable Gift Financing Blueprint
A new study has reported that affluent donors have increased their charitable gift contributions in 2020. According to a study by Bank of America and the Lilly Family School of Philanthropy at Indiana University in the midst of a global pandemic wealthy...
by Wealth Excel | Jul 13, 2020 | Wealth Creation Blueprint
What is the Wealth Excel Pre-Tax Wealth Creation Blueprint? The Wealth Excel Pre-Tax Wealth Creation Blueprint is a tactical strategy for profitable small business owners to realize substantial savings by maximizing income tax deductions, minimizing asset exposure,...
Recent Comments