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.
Now Is the Time for Charitable Lead Trusts
By Danielle AndrusFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 21, 2015
IRS Removes a Tax Barrier to Impact Investing for FoundationsA foundation's mission-related investments shouldnt automatically be taxed, the IRS says.
August 31, 2015
Should Advisors Change How They Charge?Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients and so can how it's paid for.
August 31, 2015
Climate Change: What It Means for AdvisorsEconomists, current (and former) policymakers and advisors are assessing the ways climate change is impacting the economy.
August 31, 2015
How to Get Social Security Benefits From an Ex-SpouseIn a blog post, Carrie Schwab-Pomerantz of Schwab addresses a readers question: Does my ex need to be involved to file for benefits?"
August 28, 2015
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of ChoiceWhat vehicle do young tech billionaires, retired farmers and kids too young for a drivers license share? Donor-advised funds.
August 28, 2015
Investment Returns Down at Private, Community Foundations in 2014Although investments by these foundations did not produce a banner year in 2014, many institutions increased their mission-related spending, according to a new report.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.