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.
Andy Friedman’s 8 Tips to Cut Taxes for Clients Before Congress Acts
By James J. GreenNobody can accurately guess how Congress will act, so take advantage of these current tax savings, suggests The Washington Update's Friedman.
February 18, 2016
How to Measure the Impact of Impact InvestingThe growing popularity of impact investing presents many challenges to advisors, among them how to measure results, which is not as simple as it sounds.
February 18, 2016
Using the qualified charitable distribution: 5 IRA scenariosNow permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.
February 18, 2016
Using the qualified charitable distribution: 5 IRA scenariosNow permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.
February 17, 2016
The Bright Side of Investor DistrustIf, as a recent poll found, investors are "scared" of working with advisors, that might be a good sign.
February 16, 2016
Advisors, Investors Still Hesitant on Robo-Advice, Polls ShowBoth Allianz Life and Practical Perspectives find tech-based investing won't replace human advisors anytime soon, despite robos' expansion.
February 16, 2016
Morgan Stanley Releases Environmental Impact Investing Tools for AdvisorsThe Climate Change and Fossil Fuel Aware Investing Tool Kit helps Morgan Stanley FAs build portfolios for environmentally conscious clients.
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.