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.
Frank: Kill Ailing Giants
By Arthur D. PostalHouse 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.
September 15, 2009
Giving is better than receivingAdrian Miller Sales Training Who wasn't told as a child that it's better to give than to receive? At the time, we might have thought that this only referred to birthday and holiday gifts, but this old adage is just as applicable now
September 14, 2009
True or False: Obama's Charitable Deduction Proposal is Bad for Wealthy InvestorsThe Obama Administration's proposed cap on charitable deductions for the highest earners among us hasn't been front-and-center for several months, but it will grab headlines again.
September 01, 2009
3 Steps to Gaining Prospects Through Radio MarketingSo you've landed yourself on the air on a talk radio station in your community and developed a show format that positions you as an expert in your field. You have developed a listener base and found a few sponsors, but the $64,000 question is
September 01, 2009
Make opportunities from objectionsTop Ten Selling The best salespeople know that an objection from a prospective customer is an opportunity. It is a clear sign that the prospect is giving your product or service consideration and may be on the verge of buying. The best salespeople
September 01, 2009
Catching Up With: Kim Wright-ViolichSchwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...
August 28, 2009
AAA To Fill SlotThe American Academy of Actuaries says Bruce Schobel is no longer its president-elect.
August 27, 2009
Broker Signs Milwaukee BankBroker-dealer Sorrento Pacific Financial L.L.C. says it will be helping Securant Bank & Trust, Milwaukee, provide financial services to the bank's customers.