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.
FPA Announces Heart of Financial Planning Award Recipients
By Willette FrancisThe Financial Planning Association (FPA) is awarding eight recipients its 2010 Heart of Financial Planning Awards for their extraordinary work, contribution and giving back to the financial community and the public, FPA announced Monday, August 9.
July 30, 2010
Northwestern Mutual Honors VolunteersA foundation affiliated with a large insurer has rewarded financial representatives' volunteer work by giving $275,000 to nonprofit groups.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 26, 2010
Icon's Callahan Suggests Jobs Data Has Little Impact on InvestingThe persistently high unemployment rate is seen these days as the key bellwether of the sluggishness of the economic recovery.
July 26, 2010
ConvergEx Awards Recognize Independent Research ProvidersConvergEx Group named winners of its Jaywalk Independent Research Provider Performance Awards for the second quarter of 2010 on Monday, July 26.
July 26, 2010
Alberto Gutierrez named MassMutual's Volunteer of the YearCompany distributing $125,000 to eligible non-profits through its annual Community Service Awards.
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 20, 2010
Estate Planning: Interest Rate Drop Enhances Wealth Transfer OpportunitiesWith the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.