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.
5 Secure 2.0 Act Changes That Could Affect Your Clients' Taxes
By Roger WohlnerFor example, a few new rules create new opportunities for Roth contributions or conversions.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every YearThis step can help clients avoid tax mistakes shed light on additional planning opportunities.
March 06, 2023
How Gender Lens Investing Can Help You Attract and Retain ClientsGender lens investing can create a positive impact while giving you an advantage over the competition.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.
February 15, 2023
15 Biggest Mega-Donors to Charity in 2022Two of the top donors in the U.S. last year gave more than $1 billion to various causes.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 27, 2023
Secure 2.0: How to Use New RMD, Roth Account Rules in Client PlansSecure 2.0 created planning options for you and your clients, provided you know when to use them.