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.
Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
By William H. Byrnes, Robert BloinkIRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
September 17, 2014
How to Join 9,000 Taxpayers With Romney-Sized IRAsIf it seems impossible to amass a fortune in an IRA during your lifetime, think again.
September 16, 2014
U.S. Donors Gave $335B to Charity in 2013: ReportThe recession has been over since mid-2009, but charities are just now catching up.
September 12, 2014
7 proven ways to stimulate referrals without even askingMaking these small adjustments to your sales process will boost your business for years to come.
September 08, 2014
David Bach: Smart Advisors Finish RichThe best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.
August 25, 2014
Collaborative Divorce: A Win-Win DissolutionRemember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.
August 25, 2014
Self-Reporting Tool for Nonprofits Draws Howls From WatchdogsWhos better at telling donors about a nonprofits fundraising performance, the charity itself or a watchdog group?
August 14, 2014
Edward Jones to Fund Series 7 Course for College StudentsThe firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.