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.
Financial planning to be low priority in 2013
By Noah GuillaumeSurvey respondents say they just dont make enough to bother with it.
December 07, 2012
Stadion Offers TDFs With ERISA 3(38) ProtectionStadion Money Management, an asset manager based in Watkinsville, Ga., announced Tuesday that it is offering ERISA 3(38) fiduciary management on its target-date funds.
December 05, 2012
How to Tame Overly Spirited Holiday SpendingExpressing holiday spirit by spending too much money can be a problem, even for the wealthy. So it would be wise for advisors to help clients rein in spending by understanding the psychology behind it.
December 04, 2012
Bank of America Explores Social Impact Bonds, Report SaysBank of America may be about to take up a newly popular way to blend business and philanthropy, The Charlotte Observer reports.
December 04, 2012
Year-End Tax Strategy: Pairing a Roth Conversion With a DAFA year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
December 02, 2012
Joseph E. Murray (1919-2012)Discovery is a painful process, born from failed and costly experimentation, the doubt of others, and villainization by those who do not share in the vision being sought.
November 28, 2012
What HNW Familes Can Do Before Taxes Shoot UpIf you had any thoughts of selling your stocks between now and 2017, doing so within the next month may be strongly advisable from a tax point of view, says Wilmington Trust.
November 28, 2012
Americans to Maintain Charitable Giving This Holiday Season, Red Cross FindsAccording to a survey by the American Red Cross, 78% of those who gave to Hurricane Sandy relief efforts and 90% of contributors to political causes during the election will not reduce their giving to nonprofits this holiday season.