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.
Schwab, Fidelity DAF Grants Set Records in 2015
By Michael S. FischerSchwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Lazy Buffett gives $2.8 billion to hard-working philanthropistsWarren Buffett donated $2.8 billion of stock to charities led by the Bill & Melinda Gates Foundation after praising the couple.
July 06, 2015
Are you still a terrible listener?Here are some of the ways poor listening skills can put you at a disadvantage in todays business world.
June 29, 2015
Sustainable Investing: No Longer a BackwaterThe great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
June 29, 2015
Millennials’ Charity Strongly Influenced by Co-WorkersMillennial employees were 46% likelier to make a donation if a co-worker encouraged them to do so, a study found.
June 24, 2015
For elderly fraud victims, biggest toll is emotionalBeing taken advantage of by a family member compounds the emotional impact of fraud.
June 23, 2015
For Elderly Fraud Victims, Biggest Toll Is EmotionalAICPA has some advice to help protect older clients who just cant say no to relatives.