Instructors Directory > Sterling Foundation Management
Sterling

Sterling Foundation Management
(703) 437-9720
www.sterlingfoundations.com

Over the years, we have worked with a broad range of clients to help them achieve their philanthropic, family, and financial goals through the effective use of private foundations and other charitable planning vehicles. No two charitable visions are alike; yours is as individual as you are. The best foundations are developed and managed with that quality in mind. We invite you to let Sterling assist you in creating a foundation that is both personal and impactful.

Archived Webinars

PLANNING OPTIONS FOR CLIENTS WITH CHARITABLE REMAINDER TRUSTS (CRTS)
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Recorded Date October 20, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
CHARITABLE REMAINDER TRUSTS (CRTs): THE BASICS AND BEYOND A 90 MINUTE DEEP DIVE
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Recorded Date August 25, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other