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Founder and CEO,
Wescott Financial Advisory Group LLC
Grant Rawdin is Founder and CEO of Wescott. He founded the firm in 1987, which grew from the tax, business and estate services he provided to clients at Duane Morris LLP, a venerable AMLaw 100 law firm. Grant is an attorney, an accountant and a Certified Financial Plannerâ„¢ and has served as adviser to many businesses, providing strategic, ongoing, and merger and acquisition advice. He is admitted to both the Pennsylvania and New Jersey Bars.
Grant and Wescott are recognized as leading the investment and financial planning industry in innovation, growth and size. Wescott is among the top 25 financial advisers in the U.S. in the Top 100 rankings of Barron's, Forbes and CNBC. His articles, research and advice have been regularly featured in scores of national, local, popular and industry publications. He is also a frequent speaker on a variety of issues at national conferences.
How to best give to charity in a tax-smart way could depend on your age. Donor-advised funds and QCDs are two different methods to consider that can still deliver tax savings, even with today's higher standard deductions.
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