For Our Clients

 

Client Data Webportal

To get to your shared documents: www.box.com

How to Use Box.com Basics VIDEO with instructions on uploading documents

 

Meeting tips

You can join our meetings here. Enter the 10 digit code provided in our email reminders or click on the link directly from our email.

We do NOT recommend connecting in a Starbucks or where it is noisy and a potentially has an unstable internet connection. Connecting to our meetings at work or at home are ideal. A stable and good internet connection is required for us to have a successful meeting.

 

Implementing Your Plan

How to Open and Transfer Accounts at Vanguard VIDEO, shows you how to use the Vanguard website and what information you will need to gather.

 

Legal 

Read our Privacy Policy  

Impact Investing: The Lingo

Impact Investing is an investment strategy that seeks to create a positive social and / or environmental change while also generating a financial return. People interested in impact investing have expressed to us confusion over the many acronyms and terms used. This is our first post in a series on impact investing where we focus on demystifying the most common lingo. ESG stands for Environmental, Social and corporate Governance. The ESG factors were developed as a way to categorize areas... Read More

The Tax Implications of Donation-Based Crowdfunding

Are you considering setting up a crowdfunding campaign for yourself, or someone you know, to help pay for medical bills, tuition, or raise money for a cause? While there are different types of crowdfunding, we address donation-based crowdfunding in this post since it is the kind we see most often. Money received from donation-based crowdfunding should be considered gifts, and therefore non-taxable. However, payment processors used by crowdfunding sites, such as Paypal, may issue a Form 1099-K to the recipient... Read More