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.
Charities Get a Carve-Out in Obama’s SOTU Tax Proposals
By Michael S. FischerObama's plan to close the "trust fund loophole" for capital gains taxes on inherited assets has a loophole of its own.
January 06, 2015
Charitable Giving: Good for Clients’ Charities, Taxes and Financial PlansEquity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
December 31, 2014
15 Best College Majors for Business SuccessThe STEM-heavy list compiled from data from public companies may disappoint liberal arts majors with corporate ambitions.
December 31, 2014
Foundations’ LGBTQ Grant Making Grew 6.3% in 2013Report finds strong collaboration and coordination among funders on lesbian and gay issues.
December 31, 2014
15 financial resolutions for the New YearMake a list, check it twice and follow through with it. Don't fall off the New Year's resolutions wagon!
December 31, 2014
15 financial resolutions for the New YearMake a list, check it twice and follow through with it. Don't fall off the New Year's resolutions wagon!
December 30, 2014
Best Finance Tweets of the Year: 2014Bill Gross pledges to live to 110 and other highlights from the year of Thomas Piketty and "Flash Boys."
December 30, 2014
Has the Consumer Media Gotten the Fiduciary Message?If some recent articles in The New York Times and Forbes are any indication, 2015 might become the year of "fiduciary-only."