transfer of wealth Archives : Kaelber, Billmyer & Kaelber, LLC

Will ESO’s Gain Popularity?

Henry V. Kaelber, CPA, CFP®, CGMA — Thu, 17 Oct 2019 15:09:32 +0000

If you’ve been following the financial news media, the war for talent has intensified. The search for good employees that obsesses tech companies has spread to other industries. After almost nine years of mostly sluggish expansion, the U.S. economy shifted into high gear and is creating jobs at a record pace. With the labor market […]

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Goal of Estate Planning

Henry V. Kaelber, CPA, CFP®, CGMA — Mon, 12 Aug 2019 02:18:08 +0000

For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible. This thinking suggests that protecting assets is the solitary goal of an estate plan. Unfortunately, this can be a misplaced emphasis. Misplaced because it focuses simply on assets rather than family, structure […]

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Venture Philanthropy

Henry V. Kaelber, CPA, CFP®, CGMA — Sun, 04 Aug 2019 20:10:20 +0000

In 1969, John D. Rockefeller III suggested private foundations could act as risk-takers. He believed they should undertake “an adventurous approach to funding unpopular social causes,” which he described as venture philanthropy. Today, venture philanthropy describes philanthropic models that go far beyond the writing of checks. Instead, they often take a long-term view of what […]

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