Tax Law Changes Affecting Your Clients
Congress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
Oops: IRS Wrongly Gave Tax-Exempt Status to Many EZ Filers
A Taxpayer Advocate study found that 37% of 501(c)(3) groups that had filed the shortened IRS form didn't satisfy the required organizational test.
What Clients Need and What Advisors Aren’t Doing: Liz Davidson
The Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.
Critics Blast IRS Plan to Collect Donors’ Personal Data
The proposal would help substantiate donations for tax purposes, but nonprofits worry it could deter donors and risk identity theft.
Trustees at $2 Billion 401(k) Charged With Self-Dealing, Excessive Fees
A court case alleges trustees to Insperity 401(k) plan allowed excessively high recordkeeping costs, amounting to self-dealing by plan fiduciaries.
Recent SEC Exams of RIAs Focusing on Client Retirement Accounts
Following up on its promise to do so, the SEC's examiners are looking closely at RIAs' oversight of clients' 401(k) and IRA accounts.
20 Most & Least Charitable States
WalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which states Grinches.
14 Tax Changes in PATH Bill End Uncertainty for Many Planners
Law ends years of uncertainty on everything from charitable giving to small business incentives — and puts off new taxes as well.
Chan Zuckerberg Philanthropy Reboot Will Build on Lessons Learned
Lessons learned from Zuckerberg's “flubbed” Newark school reform effort will inform the couple’s new philanthropic venture, says Priscilla Chan.
NPT’s Heisman: Why Donor-Advised Funds Are Surging
National Philanthropic Trust CEO and Wharton lecturer Eileen Heisman talks to ThinkAdvisor about DAFs' popularity and the Chan-Zuckerberg initiative.