Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. This can also include advice on business structure, operational efficiencies, and long-term strategic planning.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Brown Advisory

MAY 4, 2020

As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options. It is seeking to expand, specifically with regard to housing and athletic facilities, to keep up with a desired growth in enrollment.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52