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.
Centers of Influence
By Patricia J. AbramThese 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 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.
December 11, 2009
Federal Estate Tax Changes: UpdateThere 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
Get InvolvedAdvisors who give back to their community often find that not thinking about business is the best way to attract it.
December 01, 2009
Putting SRI Into Practice: Jennifer Lazarus"I call myself the financial planner to the socially responsible investor," explains this solo practitioner. After two years with another firm she launched her own...
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...