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.
10 ways you could be killing your online marketing
By staff WriterOnline marketing is an easy and inexpensive way to build your business, but there are some things to keep in mind. Keith Webb outlines 10 missteps that could be your downfall.
October 19, 2009
Close The Case With Cash Flow AnalysisGiven today's economic climate, clients are more careful than ever about planning for the future.
October 18, 2009
Close The Case With Cash Flow AnalysisGiven today's economic climate, clients are more careful than ever about planning for the future.
October 15, 2009
Charitable Lead Trusts Popular AgainAn old philanthropic planning technique is ready to explode in popularity. Parents have long used charitable lead trusts to make tax-free gifts to their children while using philanthropy as a way to prepare them for wealth.
October 01, 2009
Community Awards Raise Money, Highlight Advisor VolunteersThird annual leadership awards soldier on through difficult times
October 01, 2009
Who's Giving, and How, and Why?If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...
October 01, 2009
Forget Chicken LittleWhat's the current state of philanthropy? Eileen Heisman, CEO of National Philanthropic Trust, notes that "when the market was high and we didn't know...
September 23, 2009
Frank: Kill Ailing GiantsHouse Financial Services Committee Chairman Barney Frank, D-Mass., today committed his panel to passing a bill that would give federal regulators the authority to liquidate troubled non-bank financial institutions.