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.
LPL to Buy Three PacLife BDs and Near the 10,000-FA Mark
By Janet LevauxAfter months of speculation, LPL Financial Services says it has reached a deal to acquire three of Pacific Life Insurance Company's broker-dealers: Mutual Service Corporation,...
March 19, 2007
FPA Asks SEC for Formal GuidanceIn a formal letter to the commission, FPA has asked for regulatory guidance in understanding the differences between financial planning and fee-based brokerage services under a special exemption that broker-dealers have from the Investment Advisers Act of 1940.
March 11, 2007
The Charitable IRA Rollover OpportunityAs we know, life insurance is an important tool in charitable giving. The "multiplier" created by the difference between the premium and the death benefit ...
March 11, 2007
The Charitable IRA Rollover OpportunityAs we know, life insurance is an important tool in charitable giving. The "multiplier" created by the difference between the premium and the death benefit ...
February 28, 2007
Read this now, not laterIf you are like me, you occasionally put off a task you should really do now. That's human nature and it is acceptable once in a while. But when procrastination dominates your work and life, watch out. As Mae West once purred, "He who hesitates is
February 01, 2007
Active PhilanthropyTwo years ago, a school serving 1,300 kids in a Managua, Nicaragua, barrio had one barely working computer, no library and no playground. Today, it...
January 07, 2007
IRS Offers Reminders On Charitable Giving For 2007The IRS has reminded taxpayers making charitable contributions to keep in mind important tax law changes made in 2006 by the Pension Protection Act. The ...
January 07, 2007
IRS Offers Reminders On Charitable Giving For 2007The IRS has reminded taxpayers making charitable contributions to keep in mind important tax law changes made in 2006 by the Pension Protection Act. The ...