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.
Time for a Transition (V): Ramp Up Your Marketing Plans in 2010
By Marie SwiftHere are three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices.
January 01, 2010
Clark at Large: The Riddle of the CFP BoardWith Thanksgiving past and the new year approaching as I write this, it's a perfect time to kick back and contemplate the year that was...
January 01, 2010
Centers of InfluenceThese are challenging times. The markets seem to be rebounding, but clients are still nervous and cautious -- with good reason. They've been severely rattled,...
December 22, 2009
Lawmakers Unable to Pass Estate Tax ReformsAs of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act's (EGTRRA) sunset provision.
December 21, 2009
Three steps to impact a prospectCommunicating effectively with prospects is often dependent on your ability to make an impact in a short amount of time and space.
December 14, 2009
Income Tax Planning with Pooled Income FundsEstate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.
December 11, 2009
Federal Estate Tax Changes: UpdateThere has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.
December 01, 2009
Get InvolvedAdvisors who give back to their community often find that not thinking about business is the best way to attract it.