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.
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary Decision
By Melanie WaddellIn an exit memo, Perez said the next administration and Congress must adequately fund DOLs enforcement of the fiduciary and overtime rules.
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.
December 27, 2016
Advisors Giving Back: Adam Carlin of Morgan StanleyA look at why this Florida-based financial advisor plans to continue his philanthropic focus for years to come.
December 22, 2016
3 Emerging Risks Your Clients Aren’t Prepared for in 2017The simple, necessary steps clients can take to protect themselves from new forms of risk.
December 22, 2016
2017 Career Guide: Financial Services ExplainedIf you want to grow in age and wisdom as a financial planner, learn a little history.
December 22, 2016
9 Years Later, Workers Still Recovering From Great RecessionLess than 40% of workers say they have recovered financially from the recession that started in December 2007, a study finds.
December 21, 2016
Why Net Worth Pricing Might Be the Future of Wealth ManagementA new financial planning philosophy aims to further incentivize growth by aligning client interests more tightly with those of their advisor.