About Half of Foundations Pay Board Members and Allow Unlimited Terms
A recent study by the Center for Effective Philanthropy examined private foundation governance.
How Advisors Can Use ETFs to Minimize 2015 Tax Bills
Now is the time for investors to sell money-losing ETFs and stocks to offset capital gains in the current calendar year, Ron DeLegge writes.
Budget Bill Prevents ‘Dramatic’ Medicare Premium Hike
Draft of bipartisan bill includes a provision setting 2016 Part B premium at $120 for higher-income Medicare beneficiaries.
College Planning: 7 Steps to Filing the FAFSA
FAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
Top Portfolio Products: A High Dividend ETF and Climate Change Index
This week's additions also include a concentrated portfolio of stocks for companies headed by women.
Treasury, IRS Seek to Clarify Same-Sex Marriage Tax Rules
The proposed rules provide more clarity on same-sex couples’ tax treatment in light of two Supreme Court decisions.
Retirees to Add $8 Trillion to Economy Through Charity: Report
Advisors who want to serve all of a client’s needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
IRS Announces 2016 Tax Rates, Exemptions; Boosts LTC Deductions
Low inflation leads to slight increases for top income tax rate and estate tax exclusion, but higher deductions for eligible long-term care premiums.
Charity Donors Demand Low Overhead Spending
A new poll commissioned by The Chronicle of Philanthropy found significant concerns about nonprofits’ spending.
Top Portfolio Products: CNL and KKR Form Business Development Company
Meanwhile, Eaton Vance's Parametric unit added factor investing strategies.