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.
Proposed Tax Bill Would Make Charitable Deduction Universal
By Michael S. FischerThe bipartisan bill would make the charitable deduction available to all taxpayers, whether or not they itemize.
April 30, 2018
Lessons From TFC Financial's Renee KwokThe firm's new foundation will focus on promoting financial literacy and behavioral finance.
April 30, 2018
2018 IA 25 Independent Broker-Dealer WinnersHere are the top vote getters for the Independent Broker-Dealer field.
April 27, 2018
Global Philanthropy Sector Is Growing Fast: Harvard StudyEducation is the world's top philanthropic priority, a UBS-funded study finds.
April 17, 2018
Private Debt Impact Investing Offers Competitive Financial PerformanceNew report examines two types of impact investing vehicles
April 13, 2018
4 Key Tax Categories for Early Planning for 2018 Filing SeasonAdvise clients to start the conversation with their tax professional not too long after they've filed their 2017 taxes.
April 03, 2018
Morten Hansen's 7 Principles of Doing Less and Working BetterThe influential management professor tells ThinkAdvisor how advisors can work smarter.
March 29, 2018
BofA to Open 600 More Merrill Edge Centers, Add 300 AdvisorsSince its launch in 2010, the do-it-yourself online and advised programs have grown to include nearly $185 billion in client assets.