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.
Federal Estate Tax Changes: Update
By John BockThere has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.
December 01, 2009
Putting SRI Into Practice: Georgette Frazer"I was in SRI before I even became a financial advisor," says Georgette Frazer. "My bachelor's degree is in ecology and botany and as a...
December 01, 2009
The Back to Basics CycleThere's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...
December 01, 2009
Be a GiverThe great American philosopher Ralph Waldo Emerson crisply observed that "every man is a consumer and ought to be a producer." Looking at the resumes of...
December 01, 2009
Checking It OutWhile charities are required by the Philanthropy Protection Act of 1995 to provide a disclosure prior to accepting a donation, very little in the disclosure...
December 01, 2009
Expert's Corner: Look Before You GiveThe holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...
December 01, 2009
The Green Advisor: WalMart Shows the WayI've been to a number of advisor industry conferences over the last five years--some put on by custodians or broker/dealers and others by professional associations....
December 01, 2009
Clark at Large: An Expert's ExpertWhen I started reading his marketing pitch, my heart sank. I wanted to like Larry Chambers's new Attraction Marketing program for financial advisors, I really...