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.
Here’s Your Year-End Tax Planning Checklist for 2025
By Roger WohlnerWith a massive new tax law in effect, you and your clients have lots to talk about.
August 26, 2025
HNW Client Segment to Hit $30T by 2028: CerulliWealth creation and concentration among highly affluent households have surged in recent years — with more growth coming.
August 24, 2025
Tax and Spending Bill Delivers Estate Tax Gift to UHNW ClientsWealthy clients have the certainty they need to engage in wealth transfer strategies designed to minimize tax exposure.
August 24, 2025
Debate: Should Itemized Deductions Be Capped for the Wealthy?Starting in 2026 deductions will be reduced for those in the 37% tax bracket.
August 15, 2025
The 6 Biggest Money Mistakes Made by the Ultra-WealthyJust because a client successfully accumulated significant wealth doesn’t necessarily mean they’re ready to manage it.
August 04, 2025
Advisor to Lace Up for 24-Hour Hockey MarathonMitlin Financial founder Larry Sprung and one of his sons will participate to raise money for a suicide prevention group.
July 24, 2025
6 Reasons Recurring DAF Donations Beat Lump SumsWhile many fund owners are making smaller repeat gifts and big responsive donations, most charities prefer the former.
May 29, 2025
How to Make the Most of RMDsFor clients with more complex financial situations, logistical issues surround when and how the distributions are taken.