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.
The Secret of Building a Family Foundation
By Douglas K. FreemanOne 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 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...
November 01, 2009
Still TimeIn delivering a short history of the SRI movement, Steve Schueth, president of First Affirmative Financial Network in Colorado Springs, Colorado, explains that SRI originally...