• Charitable Estate Planning

    American Heart Association (Boca Raton, FL)
    …so does your career. The American Heart Association has a great opportunity for an ** Advisor , Charitable Estate Planning ** based in **Florida.** This is ... LA, MS, PR** ) in support of the national Charitable Estate Planning (CEP) program.... actions to achieve goals and meets with donors' estate planner or financial advisor in tandem… more
    American Heart Association (09/13/24)
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  • Tax Senior - Investment Management - Private…

    Deloitte (Miami, FL)
    …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
    Deloitte (09/15/24)
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  • Tax Senior Manager - Invest Management - Private…

    Deloitte (Miami, FL)
    …family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications ... clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to… more
    Deloitte (08/15/24)
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