Phil Cubeta

Displaying 2 results
YOUR PRACTICE PRACTICE MANAGEMENT MAR 30, 2018
Charitable planning for business owners in transition

As baby boomers exit their businesses, they're good prospects for charitable tools such as donor-advised funds.

NEWS INDUSTRY NEWS NOV 17, 2017
How to discuss philanthropy with wealthy clients

It's about asking the right questions, not about wowing them with answers.