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Dan Koppel

Dan Koppel

  • Generosity: Making Tax-Efficient Gifts to Individuals
    Generosity: Making Tax-Efficient Gifts to Individuals
    By Dan Koppel, MSFS, CFP®Published On: March 14, 2024Categories: Charity, Gifts, Taxes
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Serving Clients in New England and Nationwide

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3 Executive Park Dr., Suite 200
Bedford, NH 03110

319 Littleton Rd., Suite 307
Westford, MA 01886

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Peterborough, NH 03458

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  • Home
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  • Who We Serve
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Estate Planning
    • Insurance Consulting
    • Charitable Giving
    • College Planning
  • About
    • Our Approach
    • Fee-Only
    • Your Team
    • Community
    • LGBTQ+ Friendly
  • Resources
    • Financial Planning (Right Capital)
    • Statements & Tax Documents (Fidelity)
    • Quarterly Reports (Orion)
    • Download Documents (Orion)
    • Upload Files
    • Crunching Numbers
    • Form ADV 2A Disclosure
    • Form CRS
  • Insights
    • Blog
    • Videos
    • Events
    • FAQs
  • Careers
  • Contact Us
Locations

3 Executive Park Drive, Suite 200
Bedford, NH 03110

319 Littleton Rd., Suite 307
Westford, MA 01886

20 Depot Street, Suite 310-12
Peterborough, NH 03458

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