We wanted to take a moment to celebrate a milestone here at Addis Hill – 15 years of dedicated service from Kelly Bashore! Kelly is now the director if investment management and works tirelessly to analyze client investment accounts, creates efficient well diversified portfolios, and carefully and thoughtfully maintains accounts over time. It’s a big job with over 135 households and 350+ accounts to take care of. Kelly offers a unique blend of highly analytical skills and a knack for relating to our clients in a way that makes them feel well cared for. We have always asked a lot of Kelly and she has always been up to the task, whatever it is. Addis Hill would be nowhere near where we are as a firm without Kelly’s influence. Please join us in congratulating Kelly on 15 wonderful years.
Qualified Charitable Distributions (QCDs): Maximize Your Giving While Minimizing Taxes
September 11, 2024
Learn how Qualified Charitable Distributions (QCDs) can reduce your taxable income while supporting your favorite charities. Perfect for retirees looking to maximize their retirement savings.
