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.
Professionals and Conflicts of Interest: Not Hard to Gauge
By Bob ClarkHeres why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.
June 22, 2016
Donors’ Charitable Priorities Differ According to Where They Live: FidelityLocal needs and interests often drive donor grant recommendations, Fidelity Charitable said, analyzing its donor-advised fund accounts.
June 20, 2016
How Advisors Can Fight Elder Financial AbuseFending off exploiters of elderly clients is a difficult task; advisors should embrace it.
June 20, 2016
IRS Makes Charities’ Financial Data Easily AccessibleNonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
June 17, 2016
Top 4 Reasons You Better Discuss Social Security With ClientsAmong them, the risk of losing clients who would rather switch to an advisor who will.
June 16, 2016
Americans’ Charitable Giving Set Record in 2015Foundations, alone among recipient categories, saw a decrease in donations last year.
June 16, 2016
Cetera Taps Board Members From eMoney, Lincoln Financial & VisaThe privately held group of IBDs will no longer share its headcount and asset figures on a regular basis.
June 14, 2016
The Next Big Thing? Annuitant-Driven AnnuitiesPostmortem tax issues on annuities can be addressed when the contract is purchased now that insurance carriers offer a new form of fixed indexed annuity.