出版物

Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.

George listened to each constituent and valued their time. He appreciated talent whether it was from a high school student or a senior citizen.

For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...