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.
Bill Gates Assesses His 2018 Philanthropy
By Michael S. FischerAlzheimer's research is one area he's optimistic about.
January 03, 2019
TV Ads in Financial Services: What Works, What Doesn'tFinance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others.
December 20, 2018
CFP Board Offers Tax Tips for Charitable ContributionsJill Schlesinger offers tips for donors who want to reap benefits beyond the pride of their good deed.
December 20, 2018
The Year in Philanthropy: 2018 Research RoundupFoundations surged as donor-advised funds kept on breaking records.
December 19, 2018
4 Tips to Strengthen Client Relationships Around the HolidaysMorgan Stanley's Sarah McDaniel told ThinkAdvisor about some seasonal opportunities to connect with clients — wealthy ones in particular.
December 13, 2018
3 Tax Moves to Make Before Year-EndLooking to next year's tax season, AICPA's financial planning division offered last-minute tax planning tips.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 12, 2018
10 Key Alpha Drivers in Impact Investing: StudySocial responsible investing includes unique drivers that gives it more impact to its focus.