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.
Stadion Offers TDFs With ERISA 3(38) Protection
By Danielle AndrusStadion 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 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.
November 28, 2012
What HNW Familes Can Do Before Taxes Shoot UpIf you had any thoughts of selling your stocks between now and 2017, doing so within the next month may be strongly advisable from a tax point of view, says Wilmington Trust.
November 28, 2012
Americans to Maintain Charitable Giving This Holiday Season, Red Cross FindsAccording to a survey by the American Red Cross, 78% of those who gave to Hurricane Sandy relief efforts and 90% of contributors to political causes during the election will not reduce their giving to nonprofits this holiday season.
November 28, 2012
Advisors Giving Back: Commonwealth’s Nelson Ball Does It AllFinancial advisor Nelson Ball has found many ways to support his community and a variety of causes.
November 27, 2012
5 Smart Approaches to Charitable Giving This Holiday SeasonWith so much tax and fiscal uncertainty, Schwab Charitables Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.
November 27, 2012
In Passing: Joseph E. Murray (1919-2012)Joseph E. Murray transformed medical science by pioneering the first organ transplants and saving hundreds and thousands of lives even though he was initially decried as a monster for even thinking of it.