How to use charitable giving strategies to lower taxes, transfer wealth

Amanda Regnier, senior wealth strategist at CIBC US Private Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best strategies for high-net-worth investors to give charitably and transfer wealth while still growing their portfolios.
  • Mar 19, 2025
More: IN THE NASDAQ
Altruist CEO offers outlook for alternatives, AI tax planning 

Altruist CEO offers outlook for alternatives, AI tax planning 

Follow these important steps to ‘Stop Making Stupid Investments’

Follow these important steps to ‘Stop Making Stupid Investments’

Sizing up the state of retirement readiness in America

Sizing up the state of retirement readiness in America