Wealth Management

Plan Ahead

by Brian J. Lorber, CFP®

Are you dedicated to charitable causes, but worried that you might lose your deduction?

Historically, many of our clients have claimed an “itemized deduction” on their federal tax return for their charitable gifts, resulting in a lower tax bill. However, recent legislation may impact the tax benefits of these gifts for 2018 and beyond.

Read the article

Working in Our Community

Arogya World

We recently attended Arogya World’s annual gala, which we have sponsored every year since Arogya has held the event. Jordan and his wife Barrie have also served on the host committee. Arogya World is a global health non-profit organization working to prevent non-communicable diseases (NCDs) through health education and lifestyle change. Through their programs and advocacy efforts, this organization helps people around the world lead healthier lives. We are thrilled to support the work of Dr. Saligram and her wonderful organization.

Photo left to right: Brian Lorber, Abby Lorber, Barrie Scher, Jordan Scher, Jennifer Gartenberg

Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2020, Mesirow Financial Holdings, Inc. All rights reserved.