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.
How to help clients keep New Year’s financial resolutions
By Ben AltomTotal financial wellness begins with baby steps not "big rocks."
January 06, 2017
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary DecisionIn an exit memo, Perez said the next administration and Congress must adequately fund DOLs enforcement of the fiduciary and overtime rules.
January 05, 2017
4 Tax-Planning Tips for a Fiscally Healthy 2017While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
December 30, 2016
Impact Investor Assets Grew 18% Between 2013 and 2015: SurveyInvestors were highly satisfied with both financial returns and impact performance, according to a GIIN survey.
December 29, 2016
Charities on Edge Ahead of Trump EraTax breaks for charitable giving and federal support for nonprofits could be at risk.
December 28, 2016
Time’s Up on These Tax Changes January 1Tax Day is April 18, 2017, but Dec. 31, 2016, is the last day to make most changes that will affect taxpayers' 2016 returns.
December 27, 2016
Advisors Giving Back: Adam Carlin of Morgan StanleyA look at why this Florida-based financial advisor plans to continue his philanthropic focus for years to come.
December 22, 2016
3 Emerging Risks Your Clients Aren’t Prepared for in 2017The simple, necessary steps clients can take to protect themselves from new forms of risk.