Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
10 Overlooked Tax Credits and Deductions for 2023
By Roger WohlnerThese ways to (legally) reduce clients' tax burdens are well worth year-end discussions.
November 28, 2023
It's Giving Season, and Majority of Americans Will Be CharitableAfter shrinking during the pandemic, volunteerism and other in-person acts of generosity are also expected to increase.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 16, 2023
Donor-Advised Fund Grants Increased by 9% in 2022Charitable organizations took in $52.2 billion from DAF donors, and the number of accounts grew by 2.9%.
November 15, 2023
7 Worries for Ultra-Wealthy Investors in 2024Preparing for possible major tax changes is just the beginning, Ben Voelker of Mariner Wealth says.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 13, 2023
11 Most Generous Billionaires: Forbes, 2023These members of the new Forbes 400 list have given 20% or more of their fortune to charity.
October 03, 2023
FINRA Fines Former LPL Rep for Faking 30 Clients' SignaturesThe regulator also suspended the former broker for four months.