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.
Maximizing Internships, Pt. 2: Be Realistic About Chances You’ll Hire Them
By Angie HerbersInternships may be great for advisory firms, but only 20% of interns become employees of those firms.
October 13, 2011
Buffet Made $62,855,038 Last Year (CNN Money)Since August, when Warren Buffett published an op-ed in The New York Times, he has drawn national attention for his campaign to get Congress to raise taxes on the wealthy.
October 12, 2011
Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a ThingBillionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his fathers footsteps even though he wont be inheriting his dads fortune.
October 10, 2011
Looking to Give a Million? Tool Helps Big Donors Find Right MatchA new tool lets big-dollar donors find out about the charities they want to give to before they write that check.
October 06, 2011
OppenheimerFunds to End Donor Advised Fund ProgramOppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firms chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.
October 04, 2011
Wall Street’s Top 10 Corporate Good GuysThe U.S. finance industry has taken a beating for its role in the economic crisis, but according to Corporate Responsibility magazine, there are still 10 good guys in the sector.
October 03, 2011
Charity Fundraising Stagnant in First Half: StudyWhat a difference a year doesnt make. Changes in charitable giving for the first half of 2011 were similar to all of 2010.
October 01, 2011
How to preserve your 'full faith and credit'As I write this column, the news is full of dire articles about the impending U.S. default on its loan obligations.