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.
Oops: IRS Wrongly Gave Tax-Exempt Status to Many EZ Filers
By Michael S. FischerA Taxpayer Advocate study found that 37% of 501(c)(3) groups that had filed the shortened IRS form didn't satisfy the required organizational test.
December 31, 2015
20 most & least charitable statesWalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which are Grinches.
December 31, 2015
Trustees at $2 Billion 401(k) Charged With Self-Dealing, Excessive FeesA court case alleges trustees to Insperity 401(k) plan allowed excessively high recordkeeping costs, amounting to self-dealing by plan fiduciaries.
December 30, 2015
Recent SEC Exams of RIAs Focusing on Client Retirement AccountsFollowing up on its promise to do so, the SEC's examiners are looking closely at RIAs' oversight of clients' 401(k) and IRA accounts.
December 29, 2015
20 Most & Least Charitable StatesWalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which states Grinches.
December 29, 2015
14 Tax Changes in PATH Bill End Uncertainty for Many PlannersLaw ends years of uncertainty on everything from charitable giving to small business incentives and puts off new taxes as well.
December 29, 2015
Chan Zuckerberg Philanthropy Reboot Will Build on Lessons LearnedLessons learned from Zuckerberg's flubbed Newark school reform effort will inform the couples new philanthropic venture, says Priscilla Chan.
December 28, 2015
When Good Business Allows You to Do GoodYounger investors and women want to make money and accomplish social, environmental or corporate governance change at the same time, now and not when theyre older.