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.
UBS Launches 3 'Collectives' to Connect Philanthropically Minded Clients
By Michael S. FischerThe initiative aims to combine clients' expertise and mobilize their capital to address major issues.
September 20, 2021
Surprise! CARES Act Charity Tax Break for 2021 Is Not Above the Line After AllMany advisors and tax planners missed this change when the CARES Act provision was extended, CPA Jeffrey Levine says.
September 16, 2021
Edward Jones Plans Pay Equity Studies, $150M in DonationsThe firm's initiatives include an anticipated $150 million in philanthropic contributions in the U.S. and Canada in the next five years.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 07, 2021
4 Signs Your Client Is Ready for a Roth IRA ConversionThe tax environment is favorable, but what does your client's financial situation look like? Here's what to consider.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
July 26, 2021
It's Never Too Early to Think About Estate PlanningAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..
July 26, 2021
Schwab Charitable Grants Rose 13% in Fiscal 2021, Setting RecordSchwab Charitable donors recommended $3.7 billion in grants in the last fiscal year.