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.
Forget about that cash bonus
By Staff WriterEmployees will most likely take cash, but a less-expensive gift still means more.
February 25, 2013
Broken Trusts: The Man Who Married His Wife Six TimesManipulative parents, conditional love and hostile children create the conditions for incentive trusts that dont work, as the case of the six-marriage man makes clear.
February 25, 2013
12 Non-U.S. Investors Who Pledged Half Their Wealth to CharityBillionaire families from eight countries have joined the Giving Pledge started in 2010 by Warren Buffett and Bill Gates.
February 21, 2013
Ultra-Wealthy Investors Feel Financially InsecureRegardless of their level of wealth, ultra-wealthy Americans would need twice that amount to feel financially secure, an SEI Private Wealth Management poll found.
February 20, 2013
Many Affluent Investors Unaware of How Tax Changes Could Hurt ThemAffluent investors understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groupswith big differences between men and womenaccording to a Nationwide poll.
February 13, 2013
College Endowments Posted Negative Returns in FY2012The 2012 NACUBO-Commonfund Study of Endowments reported that institutional endowments returned an average -0.3%, net of fees, in the year ending June 30.