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.
How to Handle the NIIT for Trusts and Estates
By Jay KatzThe 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 04, 2015
Sustainable Investing Accounts for 30% of Managed Assets: StudyGSIA reported that global sustainable investing assets rose 61% over two years.
March 04, 2015
The CRT: Give to Charity, Supplement Retirement IncomeTheres been a resurgence of interest in the charitable remainder trustheres how to determine if its appropriate for your clients.
March 02, 2015
Wealth, Poverty and Keeping PerspectiveFor most of us in finance, life is good. But let's resolve to pay more attention to those who could use a little help.
February 20, 2015
Top 10 Most Generous U.S. Donors: 2015Tech world philanthropists star on The Chronicle of Philanthropys yearly list, representing nearly half the total amount donated.
February 12, 2015
How to Get Men to Give to the PoorMen showed less empathy and generosity than women in a Stanford study about giving to the poor, but one type of appeal closed the gap.
February 09, 2015
‘Let me pitch you’Afraid your pitch makes you sound sales-y? If youre going to help prospects, you need to stop worrying.
February 05, 2015
Swiss Franc Cap Lift Sends Currencies TumblingSwitzerland threw the financial world into chaos when, on Jan. 15, its central bank lifted the cap on its currency.