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.
10 Must-Knows to Get the Most Out of Charitable Giving
By John ManganaroWhen it comes to tax-efficient donations, there's a big gap between client expectations and advisors' service delivery.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.
December 29, 2023
10 Richest Historically Black Colleges and UniversitiesHBCUs were not immune from the financial performance declines affecting educational returns in fiscal 2022.
December 20, 2023
Procrastinator's Guide to Year-End Tax Savings, 2023 EditionThese tax-saving moves might seem incredibly simple, but they can add significant value come April.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 19, 2023
Ed Slott: 8 Top Retirement, Tax Priorities for Advisors in 2024The IRA expert highlights what to focus on when it comes to existing and looming retirement-related rules.
December 13, 2023
8 Ways Tax Planning Is Changing FastTax-aware wealth management is in increasing demand.