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.
15 financial resolutions for the New Year
By Lynette GilMake a list, check it twice and follow through with it. Don't fall off the New Year's resolutions wagon!
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."
December 29, 2014
IRS Should Get Tougher on Charities: GAOBudget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.
December 29, 2014
Global philanthropists put growing demands on advisorsAdvisors need more tools to add value for increasingly sophisticated overseas donor clients.
December 29, 2014
Global philanthropists put growing demands on advisorsAdvisors need more tools to add value for increasingly sophisticated overseas donor clients.
December 24, 2014
Faith-Based Advisor Group Requires a Real CommitmentGaining a Qualified Kingdom Advisor designation isnt for advisors who just want to put a fish on their business card, says Rob West.
December 24, 2014
Global Philanthropists Put Growing Demands on AdvisorsAdvisors need more tools to add value for increasingly sophisticated overseas donor clients, says Maggi Alexander of The Philanthropic Initiative.
December 22, 2014
Emerging-Market Crises Show Way for Russia: El-ErianRussia must take plenty of action and change course on Ukraine as well, the economist argues.