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.
Appeals Court Greenlights Charitable Formula Clause
By William H. Byrnes, Robert BloinkThe 9th U.S. Circuit Court of Appeals recently upheld the validity of a charitable formula clause.
August 16, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
August 16, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
August 16, 2011
California Denies Property Tax Relief to Many NonprofitsCalifornia nonprofit organizations in increasing numbers are being denied property tax exemptions, The New York Times reported Monday.
August 12, 2011
Foundations, Nonprofits Fret Over Downgrade Ripple EffectsHow the recent Standard & Poors downgrade of the credit rating for long-term U.S. debt will affect foundations and nonprofit organizations is unclear, according to an Aug. 9 report in The NonProfit Times.
August 11, 2011
IRA Owners on Brokerage Chopping BlockIndividual retirement account holders may find themselves brokerless if the DOL adopts its proposed fiduciary duty rules.
August 01, 2011
Sound advice in a noisy worldHelp your clients break through today's bewildering financial news by giving straightforward, honest advice.
August 01, 2011
Many Top Foundations Pay Board MembersAt a time when nonprofits are struggling to raise money from government and private sources, the practice of some private foundations to compensate trustees is drawing scrutiny.