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.
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
By Gavin MorrisseyFor high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.
March 16, 2015
Hasenstab on Oil Prices, Monetary Policy and the Impact on Global GrowthHasenstab on Oil Prices, Monetary Policy and the Impact on Global Growth
March 12, 2015
Answers to Six of Our Investors’ Most Urgent FAQsThe impact of lower oil prices wont be felt until consumers feel the change is more permanent, and a stronger dollar will put pressure on earnings, but may lead to higher multiples.
March 11, 2015
Forced Arbitration Clauses Harm Consumers: CFPBPre-dispute arbitration clauses "restrict consumer relief" in disputes with financial companies by limiting class actions, says Director Richard Cordray.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
March 06, 2015
U.S. Charitable Giving Will Grow by 4.8% in 2015: StudyThe causes for expected increases in 2015 and 2016? Rising personal income and growing household and nonprofit assets.
March 05, 2015
Make the DOL Fiduciary Headlines Work for Your Retirement PracticeAdvisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
March 04, 2015
Sustainable Investing Accounts for 30% of Managed Assets: StudyGSIA reported that global sustainable investing assets rose 61% over two years.