Foreign Bank Accounts And Gifts To The Federal Government
Today we talk about common problems people run into with Foreign Bank Accounts, Trusts or Foreign Pension Plans. Also how, if you so desire, can make a charitable gift to the U.S. Federal Government. For questions regarding these or other tax issues you may have please contact me at 510-797-8661
Earthly Angels – Pamela Hawley, CEO of UniversalGiving
About Pamela Hawley Pamela Hawley is the founder and CEO of UniversalGiving™ (www.UniversalGiving.org), an award-winning nonprofit helping people to donate and volunteer with top performing, vetted organizations all over the world. 100% goes direct to the cause! All organizations are vetted with a proprietary Quality Model™. UniversalGiving Corporate helps manage global CSR for companies,…
From Smart to Wise – Prasad Kaipa, CEO Coach and Advisor
About Prasad Kaipa Prasad has been an advisor and coach focusing on innovation and leadership since 1990 for about 120 C-level executives in Global Fortune 500 companies. Prasad’s unique competence is in helping his clients find their next significant step and take it. He found that unless he helps clients to examine their signature…
Wealth Management | Guy Lampard
About Guy Lampard Guy Lampard is a Partner at Aperio Group. Guy is a former Partner at Montgomery Securities and Senior Managing Director at Bank of America Securities—where he worked for 15 years. During his career at Montgomery and Banc of America, his responsibilities included Director of the International Department, Deputy Head of Institutional…
Insurance Factors – Dennis Wolfe, Healthcare Specialist
About Dennis Wolfe Dennis began his insurance career in 1976 and quickly gravitated to the rapidly developing small group benefits market. Almost immediately he wrote the benefit plan for a large interstate restaurant chain. from there he wrote the benefits for a Fortune 500 company. That followed with a total revamping of a major…