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.
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised Funds
By Jane Wollman RusoffSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.
June 05, 2023
IRS Makes Annuity Mortality Table Update, With a SmileThe agency will allow flexibility on timing, and decimal places.
June 02, 2023
What the Wealthiest Families Worry About the Most May Surprise YouThere is always concern about minimizing taxes and earning solid returns, but a more nuanced issue stands out.
May 25, 2023
When Spending Too Little Is the Biggest Retirement 'Risk'Going broke in retirement is obviously a bad outcome, but so is chronic underspending, CPA Mike Piper says.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
May 17, 2023
10 Tax-Smart Charitable Strategies for Your High-Net-Worth ClientsA comprehensive charitable strategy can involve IRA inheritance planning, stock gifting and RMDs.
April 12, 2023
What to Do When Generations Clash Over PhilanthropyWhen family values evolve over time, advisors can help resolve conflicts and maintain harmony.