Advisor Events

Generation to Generation – Planning Your Succession of Giving

Legacy Planning

By Betsy Buchalter Adler, Guest Blogger, Community Foundation for Monterey County Board member, Donor Educator Series Presenter In my parents’ modest home, back in the 1950s, there was a “pushke” – a small tin box with a slot in the top for coins. At the end of his workday, when my father emptied his pockets, the change went into the pushke....

Read more

Philanthropic Choices: Good vs. Good

Good vs. Good

By Betsy Buchalter Adler, Board member Community Foundation for Monterey County, Principal Adler & Colvin (retired), Trustee and Program Officer, Claire Giannini Fund Good vs Good Imagine that you’re walking down Alvarado Street in downtown Monterey, on your way to get some coffee. You’ve got a nice crisp $5 bill in your pocket; you can easily afford a large pumpkin...

Read more

CPE Forum: Understanding and Using Valuation Strategies

Join speaker John Prokey, Esq., Partner (Ramsbacher Prokey Leonard LLP) for “Understanding and Using Valuation Strategies.” Valuation, a combined fact and legal issue of great complexity and tax risks, is central to much of the estate and succession planning for high wealth families, especially those with closely-held business entities and substantial investment assets. Attorneys and CPAs must be aware of...

Read more