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.
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to Industry
By Ginger SzalaSome folks in the industry want a Best Interest Rule as long as its not enforceable, the Labor secretary said.
June 24, 2016
Want to better serve your clients? Team up!Knowing when to bring in partners can transform you from a one-trick pony to an all-inclusive provider whom clients value.
June 23, 2016
Rep. Hensarling Shares Draft of Bill to Replace Dodd-FrankHouse Financial Services Committee chairman wants Financial CHOICE Act marked up in September.
June 22, 2016
Donors’ Charitable Priorities Differ According to Where They Live: FidelityLocal needs and interests often drive donor grant recommendations, Fidelity Charitable said, analyzing its donor-advised fund accounts.
June 20, 2016
How Advisors Can Fight Elder Financial AbuseFending off exploiters of elderly clients is a difficult task; advisors should embrace it.
June 20, 2016
IRS Makes Charities’ Financial Data Easily AccessibleNonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.
June 17, 2016
Top 4 Reasons You Better Discuss Social Security With ClientsAmong them, the risk of losing clients who would rather switch to an advisor who will.
June 16, 2016
Americans’ Charitable Giving Set Record in 2015Foundations, alone among recipient categories, saw a decrease in donations last year.