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.
Estate Taxes and the Carryover Basis
By Gavin Morrissey, Gavin MorrisseyThe repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.
January 11, 2010
Foundation For FSP Paradise Winner AnnouncedCharles M. Kardon, CLU, ChFC, MSFS, of Dayton, Ohio, is the winner of the Foundation for Financial Service Professionals drawing for a vacation for four in Cabo San Lucas, Mexico.
January 01, 2010
Ten for 2010Take these ten digestible steps this year to regain control of your practices and get back on the road to growth. 1. Assess pricing strategy 2. Determine...
January 01, 2010
Clark at Large: The Riddle of the CFP BoardWith Thanksgiving past and the new year approaching as I write this, it's a perfect time to kick back and contemplate the year that was...
January 01, 2010
Centers of InfluenceThese are challenging times. The markets seem to be rebounding, but clients are still nervous and cautious -- with good reason. They've been severely rattled,...
December 22, 2009
Lawmakers Unable to Pass Estate Tax ReformsAs of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.
December 21, 2009
Three steps to impact a prospectCommunicating effectively with prospects is often dependent on your ability to make an impact in a short amount of time and space.
December 14, 2009
Income Tax Planning with Pooled Income FundsEstate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.