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.
Help clients make the most of charitable donations this season
By Brian AndersonMost charitable donations occur during the last two weeks of the year. Its a great reason to talk to clients, who can use your expertise to maximize their gifting.
December 11, 2013
‘Something for everyone to dislike’ in budget dealHas Washington rediscovered the art of negotiation?
December 04, 2013
U.S. Tops Index of Most Charitable NationsProportionally, more Americans contributed in some way than in any other country, according to Charities Aid Foundation.
December 02, 2013
Act Now on These Expiring Tax Breaks: IRA Charitable Rollovers, Bonus DepreciationYou cant count on Congress to renew tax provisions set to expire at year-end, so get clients to act now, especially on these two items.
December 02, 2013
Driver in Paul Walker Crash: Friend, Racing Fan—and Merrill AdvisorWhile Roger Rodas wasnt famous in the way that Paul Walker was, he evidently had a wide impact as a Merrill Lynch financial advisor.
November 27, 2013
The secret to finding fulfillment at workEver since he began his company, Dave Richmond has made philanthropy a priority, helping people close to home and across the globe.
November 27, 2013
The secret to finding fulfillment at workEver since he began his company, Dave Richmond has made philanthropy a priority, helping people close to home and across the globe.
November 25, 2013
Plan to Limit Charitable Tax Deduction Would Cut Gifts by $9.4B: AEIAmerican Enterprise Institute study warns top 1% would lose incentive to give.