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.
How to Help Clients Avoid Holiday Financial Faux Pas
By John SullivanAlly Bank is here to get your clients through the holidays, with the help of ethicist and humorist Randy Cohen.
December 12, 2012
Treasury Sells Remaining AIG Shares, Profiting From BailoutThe Treasury Department on Tuesday sold its remaining 16% of AIG common shares for $7.6 billion, putting an end to the governments 50-month shotgun financial tryst with the global insurer.
December 12, 2012
In Giving Season, Reminders From IRS; Guidance From CFP BoardTimely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.
December 07, 2012
Stadion Offers TDFs With ERISA 3(38) ProtectionStadion Money Management, an asset manager based in Watkinsville, Ga., announced Tuesday that it is offering ERISA 3(38) fiduciary management on its target-date funds.
December 05, 2012
How to Tame Overly Spirited Holiday SpendingExpressing holiday spirit by spending too much money can be a problem, even for the wealthy. So it would be wise for advisors to help clients rein in spending by understanding the psychology behind it.
December 04, 2012
Bank of America Explores Social Impact Bonds, Report SaysBank of America may be about to take up a newly popular way to blend business and philanthropy, The Charlotte Observer reports.
December 04, 2012
Year-End Tax Strategy: Pairing a Roth Conversion With a DAFA year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
December 02, 2012
Joseph E. Murray (1919-2012)Discovery is a painful process, born from failed and costly experimentation, the doubt of others, and villainization by those who do not share in the vision being sought.