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.
Obama, House Republicans Jockey on Charity Tax Breaks
By Michael S. FischerThe GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
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.
January 22, 2015
Invest in Others Is Now Taking Advisor Award NominationsInvest in Others will take names through April 15, and the nonprofit is expanding its work for and with FAs, chairman Bill Dwyer says.
January 09, 2015
The Tax Extender Benefits for Your ClientsHeres what you need to know about the tax extender provisions that Congress made retroactively relevant for 2014.
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.