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.
Three tax traps for generous grandparents
By Staff WriterYour clients want to help out their grandchildren. Do they know how to do that without sharing their generosity with the IRS?
November 01, 2009
The Green Advisor: SRI & Green Investing Grow Up"Socially Responsible Investing (SRI) has for decades remained on the fringe of strategic money management, routinely battling the perception that prioritizing an ethical or social...
October 31, 2009
10 ways you could be killing your online marketingOnline 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 21, 2009
Why Now Is a Good Time to Review Clients' Charitable Giving Strategies, Especially Private FoundationsGavin Morrissey finds it understandable that clients would want to reduce their charitable giving in difficult times.
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.