Time’s Up on These Tax Changes January 1
Tax Day is April 18, 2017, but Dec. 31, 2016, is the last day to make most changes that will affect taxpayers' 2016 returns.
Advisors Giving Back: Adam Carlin of Morgan Stanley
Adam Carlin isn’t sure about his retirement timetable as an advisor, but plans to continue his philanthropic focus for years to come.
9 Years Later, Workers Still Recovering From Great Recession
Less than 40% of workers say they have recovered financially from the recession that started in December 2007, a study finds.
How the Trump Rally Could Save Endowments
It’s well known that recent years haven’t been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?
Where Charitable Giving May Head With Trump
Studies by the Congressional Budget Office and Treasury have suggested that repealing the estate tax would cut into philanthropy.
3 Big Complaints About Donor-Advised Funds
Most complaints about the fastest-growing charitable giving vehicle in America are overstated, says Howard Husock of the Manhattan Institute.
How Wealthy Americans Spend Their Money in These 14 Categories
A Spectrem study finds some spend more than $100,000 on everyday and luxury items.
U.S. Philanthropy Becoming Increasingly ‘Top-Heavy’: Report
Growing inequity in giving poses risks for both charities and the public, according to the Institute for Policy Studies.
Surge in Donor-Advised-Fund Growth Continued in 2015: NPT Report
National Philanthropic Trust predicts continued growth in contributions.