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.
Get Involved
By Mike WerlingAdvisors who give back to their community often find that not thinking about business is the best way to attract it.
November 18, 2009
Healthcare reform: Americans are on the fenceThe results were gathered before the passing of the healthcare reform bill and indicate that Americans are torn over the impact of the such a law.
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.
November 16, 2009
Leverage in Life--and DeathThe competition to attract business from the desirable high-net-worth niche is fierce, and wealth managers must continually find ways to differentiate themselves to capture their...
November 16, 2009
Using SUL To Lengthen A Boomer's LegacyMany boomer business owners are going to be looking to plan their exit strategies in the short years ahead. With careful analysis and evaluation, a well-planned strategy can help ensure they leave a legacy for their families and communities.
November 15, 2009
Using SUL To Lengthen A Boomer's LegacyMany boomer business owners are going to be looking to plan their exit strategies in the short years ahead. With careful analysis and evaluation, a well-planned strategy can help ensure they leave a legacy for their families and communities.
November 03, 2009
Three tax traps for generous grandparentsYour clients want to help out their grandchildren. Do they know how to do that without sharing their generosity with the IRS?
November 01, 2009
Marketing Is Everyone's JobTo harness young advisors' energy and motivation to help with marketing, and maximize their contributions to their firms, firm owners who employ NexGen advisors should...