Sapers & Wallack Services Overview
Since 1932, we have helped hundreds of clients. For more than 80 years, our… Read More
Feb
Podcast: How Businesses Can Build a Strategic Giving Platform
Evan Macedo, President & Treasurer & Vice President, Finance & Operations at Sapers & Wallack,… Read More
Dec
Rolling Up Our Sleeves for a Cause: A Day of Impact with Cradles to Crayons
/// By Evan Macedo Last month, we traded our laptops in for a bit of… Read More
Aug
Techniques for Individual Clients to Maximize Charitable Giving with Strategic Impact
/// By Henry Marley & Aviva Sapers For philanthropic individuals, charitable giving isn’t just about… Read More
Jun
End-of-Year Charitable Strategies to Maximize Impact
/// By Aviva Sapers Some people make charitable contributions because there are specific causes that… Read More
Dec
Podcast: Insight & Advice for End of Year Charitable Giving Strategies
Aviva Sapers, President & CEO at Sapers & Wallack, and Valerie Sherman, Director of Major… Read More
Dec
Gifting to Children and Grandchildren
/// By Melissa E. Sydney & Aviva Sapers Right now, individuals with large estates have… Read More
Apr
Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Disinherit the IRS… Read More
Feb
Disinherit the IRS With a Zero Estate Tax Strategy
By Aviva Sapers For high net worth individuals, finding efficient techniques for limiting the amount… Read More
Dec
Is an IRA charitable rollover always the best way to give?
In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors… Read More
Nov