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.
Ron Carson Completes Move From LPL to Cetera
By Janet LevauxThe wealth management group has over $6.5 billion in assets on its RIA platform and other operations.
January 13, 2017
Hit your 2017 sales targets by the end of AugustWhat if you could reach your sales goals by the end of August and focus on exceeding your expectations for the rest of the year? Here's how.
January 13, 2017
New Study Predicts Charitable Giving Rise in 2017 and 2018Increases in the U.S. economy will lead to a near-term rise in philanthropic giving, Indiana Universitys Lilly Family School of Philanthropy predicts.
January 06, 2017
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary DecisionIn an exit memo, Perez said the next administration and Congress must adequately fund DOLs enforcement of the fiduciary and overtime rules.
January 05, 2017
4 Tax-Planning Tips for a Fiscally Healthy 2017While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
December 30, 2016
Impact Investor Assets Grew 18% Between 2013 and 2015: SurveyInvestors were highly satisfied with both financial returns and impact performance, according to a GIIN survey.
December 29, 2016
Charities on Edge Ahead of Trump EraTax breaks for charitable giving and federal support for nonprofits could be at risk.
December 28, 2016
Time’s Up on These Tax Changes January 1Tax Day is April 18, 2017, but Dec. 31, 2016, is the last day to make most changes that will affect taxpayers' 2016 returns.