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.
4 Tax Planning Moves to Make if Trump Wins Reelection
By Jeff BermanWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.
September 30, 2020
Invest in Others Foundation Names 5 Advisor Award WinnersEach winner's favorite nonprofit organization receives a monetary donation.
September 25, 2020
Envestnet, Wells Fargo Clinch Data Sharing DealEnvestnet | Yodlee previously signed data sharing deals with Charles Schwab, Citi and JPMorgan Chase.
September 24, 2020
No Donor Slowdown in 2019 as Gifts, Amounts SpikeCharitable gift annuities performed particularly well, a BNY Mellon study shows.
September 23, 2020
CFP Board Is Now Enforcing New Code of Ethics and Standards of ConductAdvisors will have to toe the line with new rules that put into place fiduciary and best interest requirements.
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.