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.
Vanguard, Schwab, Fidelity Share Update on DAFs
By Janet LevauxRecent research shows donor-advised funds are a growing area for engagement between financial advisors and clients.
September 24, 2014
12 Hottest U.S. Cities for MillionairesHere are the cities with the fastest growing populations of high-net-worth residents. Some of them may surprise you.
September 23, 2014
Helping Clients Avoid the IRS on Tax-Free Inherited IRA RolloversIRS 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 23, 2014
Schorsch’s RCAP Adds Ex-LPL Exec Dwyer in Leadership ShakeupBill Dwyer will be CEO of the Realty Capital Securities unit, while other new additions will give the rapidly growing firm a "deep bench."
September 19, 2014
How to deliver a Hall of Fame speechMaking a list of the people you want to thank and starting with a compelling story are great advice for crafting a memorable speech.
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.