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.
Tax Reform Altered Calculus of Year-End Charitable Deductions
By Robert Bloink and William H. ByrnesClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 28, 2018
Giving & Getting Back: Raymond James, Securities America, Sigma/Parkland, Triad AdvisorsWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
Giving & Getting Back: Kestra, Lion Street, ProsperaWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
Giving & Getting Back: HD Vest, Investacorp, The Investment CenterWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
Giving & Getting Back: Ameriprise, Cambridge, CommonwealthWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
2 Questions RIAs Must Ask Before a DealWhen it comes to mergers and acquisitions, one RIA employs the same approach for success, and it's not about valuation.
November 28, 2018
Top 10 States With Least Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 28, 2018
Top 10 States With Most Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.