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.
How to Invest a Year-End Bonus
By Roger WohlnerIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 14, 2022
The Seven Deadly Sins of Year-End AdvisingThe temptations of sloth and gluttony abound in December. Thou shall not give in!
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 02, 2022
Only One-Fifth of Donors Report High Trust in Charities: SurveyHigh trust was actually up from a year earlier for most types of charities, according to the Better Business Bureau.
November 30, 2022
The 8 Best Year-End Charitable Giving Strategies for 2022Purposeful approaches to year-end giving can help you and your clients cultivate generosity while saving on taxes.
November 16, 2022
5 Smart Charitable Giving Strategies in Uncertain TimesCharitable giving is an opportunity for investors to support causes they care about and possibly receive tax benefits.