As we gather with family and friends this Thanksgiving to share meals and express gratitude, it’s also a time to reflect on how we can give back to our communities. For those looking to make the most of their donations, donor-advised funds and qualified charitable distributions are valuable tax saving strategies that may help you give more than you otherwise could.
ShankerValleau
金融服务
Skokie，Illinois 45 位关注者
We’re proactively there for you, without getting in your way.
关于我们
ShankerValleau offers a comprehensive approach to personal wealth management that protects and cultivates your wealth through global portfolio diversification, financial planning advice, and tax planning. We are an independent, fee-only advisor, ensuring the most impartial, objective advice.
- 网站
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https://shankervalleau.com
ShankerValleau的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Skokie，Illinois
- 类型
- 私人持股
地点
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主要
获取路线
5215 OLD ORCHARD RD
US，Illinois，Skokie，60077
ShankerValleau员工
动态
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We often advise clients on the wealth-building possibilities of their equity compensation packages. This includes helping you make the most of the opportunities, integrating the package within your greater wealth goals, and collaborating with other resources available to you. But it’s also important to manage your equity compensation by balancing its potential risks and rewards.