Withum Wealth Management Perspectives: Wealth Management Ideas for 2020 and Beyond

Welcome to our first edition of Perspectives: Wealth Management Ideas for 2020 and Beyond where we will present timely and relevant wealth management topics. We hope you will find tremendous value in the content we will carefully curate for you in each edition.

In our first annual edition of Perspectives, we examine Donor Advised Funds as a tool to pursue your philanthropic goals. On the tech corner, we find that in today’s technology-abundant world it is becoming more and more important to be aware of the cyber threats lurking around, so we put together some action steps that you can take to protect yourself. Finally, we include a quick reference on the new limits for gifting and retirement plan contributions. We hope you find this information helpful and welcome any feedback you might have related to this edition or suggestions for future issues.

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