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.
Envestnet, Wells Fargo Clinch Data Sharing Deal
By Jeff BermanEnvestnet | Yodlee previously signed data sharing deals with Charles Schwab, Citi and JPMorgan Chase.
August 26, 2020
Conservation Easements: What to Know About a Controversial Tax BreakConservation easements can be a used to reduce a landowner's tax liability, but the deduction's use has faced IRS scrutiny.
August 21, 2020
Schwab's Free Planning Tool Means Advisors Must 'Think Like Sharks'Advisors need to "keep swimming or drown," Craig Iskowitz of Ezra Consulting said. "You have to offer the best service to survive."
August 20, 2020
Schwab Launches Free Financial Planning Tool"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
August 05, 2020
Carson Group to Give $500K for Next-Gen Black CFPsThe RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.
August 03, 2020
Schwab Creates Program to Boost Employee Giving: Coronavirus Aid RoundupWells Fargo, Prudential and Comerica are among other companies offering COVID-19 relief.
July 27, 2020
NBA Star Kyrie Irving to Give Cash to WNBA Players Sitting Out Due to PandemicCollaborating with UBS, the NBA star's plan is to offer monetary assistance and financial literacy to WNBA players.
July 24, 2020
Should Clients Donate Now or Later?There are several valid reasons for either choice, and for many clients, the answer is both.