DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary Decision
In an exit memo, Perez said the next administration and Congress “must adequately fund DOL’s enforcement” of the fiduciary and overtime rules.
4 Tax-Planning Tips for a Fiscally Healthy 2017
While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
Charities on Edge Ahead of Trump Era
Tax breaks for charitable giving and federal support for nonprofits could be at risk.
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
A look at why this Florida-based financial advisor 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.