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.
10 Most Expensive Cities
By Kate McBrideOslo, Zurich, and Geneva top the list of the "most expensive cities," the updated UBS report says.
September 09, 2010
Relief Riders Nominated for Positive Peace AwardDoing good while on an adventure can be positive for donors and recipients.
September 09, 2010
CAFAmerica's World Giving Index Ranks U.S. Fifth Most CharitableThe U.S. and Switzerland rank fifth in a new review of the state of giving in 153 countries released by Charities Aid Foundation America (CAFAmerica) on Wednesday, September 8.
September 09, 2010
New World Giving Index Ranks U.S. Fifth Most CharitableSurvey assesses personal giving, volunteering time and helping strangers in need.
September 08, 2010
Colin Powell To Dedicate Habitat for Humanity HomesHabitat for Humanity honors General Colin L. Powell with green South Bronx residence for 50 families.
September 07, 2010
How to Simplify and Enhance Charitable PlanningA primary goal for many wealthy clients.
September 03, 2010
Ladenburg Thalmann Acquires Wealth Manager Premier TrustLadenburg Thalmann Financial Services Inc. has completed its acquisition of Premier Trust Inc., the Ladenburg Thalmann said in a statement on Thursday, September 2.
August 27, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion in your client's best interest--or is it a roll of the dice?