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.
Commonwealth Financial to Match Haiti Relief Donations From B/D's Staff and Advisors
By James J. GreenAs House passes bill on tax deductions for Haiti, AICPA posts reminders on how to give prudently
January 13, 2010
Goldman CEO Gives Thumbs Up to Fiduciary Standard for BrokersBlankfein and other Wall Street CEOs take a beating as federal investigators probe them on causes of financial crisis
January 13, 2010
Time for a Transition (V): Ramp Up Your Marketing Plans in 2010Here are three resolutions FAs should tackle in 2010 to improve the market share of their newly independent and other advisory practices.
January 11, 2010
Foundation For FSP Paradise Winner AnnouncedCharles M. Kardon, CLU, ChFC, MSFS, of Dayton, Ohio, is the winner of the Foundation for Financial Service Professionals drawing for a vacation for four in Cabo San Lucas, Mexico.
January 01, 2010
Ten for 2010Take these ten digestible steps this year to regain control of your practices and get back on the road to growth. 1. Assess pricing strategy 2. Determine...
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.