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.
IRS Makes Annuity Mortality Table Update, With a Smile
By Allison BellThe agency will allow flexibility on timing, and decimal places.
May 22, 2023
Act Now to Avoid Estate Planning Logjam in 2025Estate planners could be in extremely short supply in the years ahead, just when they're needed most.
May 17, 2023
What Owning Multiple Homes Really Means for Wealthy ClientsA personalized approach is essential to help clients realize their goals for multiple home ownership.
April 12, 2023
What to Do When Generations Clash Over PhilanthropyWhen family values evolve over time, advisors can help resolve conflicts and maintain harmony.
March 23, 2023
5 Secure 2.0 Act Changes That Could Affect Your Clients' TaxesFor example, a few new rules create new opportunities for Roth contributions or conversions.
March 15, 2023
LUMINARIES 2023 Nominations Portal OpenThinkAdvisor's recognition program is accepting nominations through April 18. There's no cost to participate.
March 08, 2023
Who Is Opening Donor-Advised Funds Today?DAFs continue to be the preferred charitable vehicle of many advisors and clients for a number of reasons.
March 06, 2023
8 Reasons to Review Clients' Tax Returns Every YearThis step can help clients avoid tax mistakes shed light on additional planning opportunities.