“Never give cash. If you're going to give, give appreciated stock to what's called a donor advised fund”
♫
Said on Dropping Bombs
Which? · Which tax rises could be announced in this month’s Budget?
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Advise clients to advance pension-free-cash withdrawals now for a child’s property purchase if the cash isn’t needed later
“Never give cash. If you're going to give, give appreciated stock to what's called a donor advised fund”
“Virgin put a full page ad in Melody Maker … offering vinyl records by mail at discounts up between 10 and 15 percent purchasers mailed in cash or checks in advance so Virgin was earning thousands a week”
“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
“We've helped over 1000 clients purchase properties, build their wealth and create hundreds of millions of dollars in equity.”
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