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.
Checking It Out
By Tere D'amato, Tere D'amatoWhile 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
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...
November 30, 2009
Get InvolvedAdvisors who give back to their community often find that not thinking about business is the best way to attract it.
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
November 23, 2009
Giving Back and Going ForwardFor the wealth manager who serves affluent clientele, especially today, few things forge better bonds than sharing in their philanthropic and charitable interests.
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...