Communication

Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office, as well as tax information on Qualified Charitable Deductions and donor-advised funds. Don’t forget to check out the client spotlight, where you will meet the co-owner of Fort Wayne’s newest brewery, Hop River Brewing Company.
In this edition:
  • WAG on the Move:
    • Schwab Advantage Conference 2018
    • WAG Wedding Bells
    • Mark DePrez, CIMA®
  • Tax Corner:  Qualified Charitable Deductions vs. Donor-Advised Funds
  • Tech Corner:  Are you thinking about cyber security…we sure are!
  • Client Spotlight:  Ben Jackson, Hop River Brewing Company

To read full issue click here.

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