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.
December 20, 2012
3 sales questions to spur actionHow to get your prospects to overcome inertia and act.
December 20, 2012
Independent Advisors Giving BackA good number of financial advisors give back to their communities with time, services and financial support. Commonwealth Financial Network-affiliated…
December 20, 2012
How to Help Clients Avoid Holiday Financial Faux PasAlly Bank is here to get your clients through the holidays, with the help of ethicist and humorist Randy Cohen.
December 18, 2012
Gift Now or Not? Impact of Pease Limit on Charitable DeductionsWhile many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.
December 17, 2012
Financial planning to be low priority in 2013Survey respondents say they just dont make enough to bother with it.
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.