Montclair State University Real Estate Society’s Post

Check out our latest webinar where Daniel Fan and I talk about Strategies for Philanthropic Impact and Tax-Efficiency!

📣 A replay of our latest Maximize Your Wealth Webinar is now available! 📣 Check out "Balancing Charitable Giving with Financial Goals: Strategies for Philanthropic Impact and Tax-Efficiency" today! Vice President – Philanthropy Services, Pamela Rubin Cohen, and Head of Wealth Planning, Daniel Fan, discuss charitable tools and effective tax planning for impactful philanthropy. Watch to discover how our personalized approach to wealth planning and comprehensive financial solutions can help you achieve your philanthropic aspirations. #teamff #charitablegiving #wealthplanning #taxefficiency

In case you missed it, here is the replay of our latest Maximize Your Wealth Webinar. Great topic this time around, and always good information in these webinars! #teamFF

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones. #personalfinance #financialadvice #MorganStanley #FinancialAdvisor

Thinking about your legacy? October is Estate Planning Awareness Month. Let's connect and discuss how a trust can help you pass on assets to loved ones.

Thinking about selling your business? 📈 Here are 3 key points to consider and prepare for: Financial Documentation: Ensure all financial records, including profit and loss statements, balance sheets and tax returns, are accurate and up-to-date. Potential buyers will want to review these documents to assess the financial health of your business. Business Valuation: Determine the true value of your business by conducting a thorough valuation. Factors such as assets, revenue, customer base and market trends will influence the valuation process. Understanding your business's worth is crucial for negotiating a fair sale price. Exit Strategy: Develop a clear exit strategy outlining how you plan to transition out of the business. Consider factors such as timing, succession planning and any legal or regulatory requirements that may impact the sale process. Having a well-defined exit strategy will help streamline the sale process and ensure a smooth transition for both you and the buyer. Ready to sell your business? Our team at Halpin Partners can provide expert guidance and support every step of the way. Contact us today to discuss your business sale goals! 🚀  📞 (07) 4052 0800 🌐 https://lnkd.in/dxEk4CaS  📍 101 Sheridan St, Cairns City QLD 4870 #BusinessSale #ExitStrategy #HalpinPartners

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones.

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones.

Thinking about your legacy? October is Estate Planning Awareness Month. Let's connect and discuss how a trust can help you pass on assets to loved ones.

Thinking about your legacy? October is Estate Planning Awareness Month. Let's connect and discuss how a trust can help you pass on assets to loved ones.