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.
Wealth, Poverty and Keeping Perspective
By Bob SeawrightFor 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 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.
February 05, 2015
Obama, House Republicans Jockey on Charity Tax BreaksThe GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
February 04, 2015
A Simple Strategy for Achieving Clients’ Charitable Goals: the Donor-Advised FundYour clients dont need the mega-wealth of a Warren Buffett to have philanthropic aspirations, nor need they worry about complicated giving strategies.
February 02, 2015
TDAI on Advisor Recruiting: Think BroaderFor example, career changers, like disaffected teachers or social workers, can make great financial planners, TDAI's Kate Healy says.
January 28, 2015
Fidelity, Schwab: Donors Felt Extra Generous in 2014Both of the big donor-advised fund sponsors reported big increases in grants by account holders, driven partly by Ebola and other health-related causes.
January 23, 2015
Charities Get a Carve-Out in Obama’s SOTU Tax ProposalsObama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.