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.
Top 10 Big Trends Among the Ultra-HNW
By Dan BermanKnight Frank sees tremendous growth in the ultra-high-net-worth population, among other predictions for the next decade.
April 07, 2014
Nonprofits Ask: What Economic Recovery?Many charities are facing daunting financial situations and are looking at new ways to secure their future, the Nonprofit Finance Fund says.
April 07, 2014
Key challenge for boomers: supporting aging parents, kidsMany boomers find themselves in the unfamiliar role of providing support for both aging parents and children.
April 07, 2014
Key challenge for boomers: supporting aging parents, kidsMany boomers find themselves in the unfamiliar role of providing support for both aging parents and children.
April 04, 2014
More Money, More (Tax) Problems: How HNWs Can Reduce Their Tax BillsEstate planning attorney Scott Squillace talks to ThinkAdvisor about how HNW clients can minimize taxes through charitable giving, loss harvesting and other strategies.
April 01, 2014
GOP Tax Reform’s Effect on Charitable GivingThe comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
March 31, 2014
Small Charities’ Investment Returns Trailed Broader Market in 2013Many small nonprofits deviated from their investment strategies and failed to monitor advisor fees, Raffa Wealth Management found.
March 25, 2014
Big Foundations Replenish Coffers Gutted by RecessionNew pet causes include telemedicine and fracking yes, fracking.