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.
‘Time Saving Techniques’ That Add Value for Clients
By Michael E. KitcesWhat can you do to save time if you don't want to put outsourcing burdens on your clients?
May 02, 2013
Do you attract new business, or pursue it?If you want clients to come to you, give them multiple reasons and many ways to find you
April 29, 2013
Wealthy Blacks Have Sunnier Outlook Than MostWealthy black Americans feel better off than they did five years ago, and think the country is better off as well, according to new research by Northern Trust.
April 25, 2013
Various ways you might accidentally get drunkEven the shape of glass you drink from can impact your level of intoxication.
April 25, 2013
What’s in Store for Charities This Year? Atlas of Giving Looks AheadCharitable giving in the U.S. will total $383 billion in 2013, up 3.9% from 2012, according to a new forecast from the Atlas of Giving.
April 24, 2013
FPA Outsources Pro Bono Work to Foundation for Financial PlanningThe FPAs new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
April 23, 2013
On the art of investing, customer satisfaction & persuasionA roundup of books to add to your spring reading list.