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.
Why Standard Deductions Will Fit Most Clients
By Vincent CucuzzaEven if you are not a tax advisor, knowing the basics can help.
December 28, 2022
All the New Secure 2.0 and RILA Deadlines You Need to KnowThe IRS, SEC and DOL now have dozens of new RMD, IRA, annuity and defined contribution plan projects to start.
December 27, 2022
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to WatchThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 22, 2022
12 Life and Annuity Changes in $1.7T Spending BillThe bill has several provisions to make it easier to annuitize workplace retirement plan assets.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 14, 2022
Quiz: Do You Know These Charitable Giving Tax Facts?Do you know the rules when it comes to tax benefits and deductions for charitable giving?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.