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.
5 Smart Charitable Giving Strategies in Uncertain Times
By Karla D'Alleva ValasCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 24, 2022
4 Questions Your Prospects Want You to AskWant to stand out from the advisor crowd? Ask the questions that matter most.
October 20, 2022
IRS Warns of Charity FraudFor Charity Fraud Awareness Week, the agency urges potential donors to do their due diligence.
October 17, 2022
IRA Cheat Sheet: How to Avoid RMD Penalties, Minimize Taxes Before Year-EndFailure to act by Dec. 31 can result in stiff penalties and missed opportunities for tax savings.
October 14, 2022
Debate: Time to Tighten Tax Rules for Donor-Advised Funds?A proposed regulation would prevent donors to certain fund types from receiving a tax deduction until funds are actually distributed.
October 06, 2022
11 Year-End Planning Priorities to Discuss With Your ClientsFrom RMDs to tax-loss harvesting, touch base with your clients to ensure that nothing important is missed.
October 05, 2022
6 Top Tips for Selling Taxable Assets: Christine BenzIt's important to make tax-efficient decisions when selling assets to fund spending, she tells ThinkAdvisor.