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.
SaveDay to Launch Robo-401(k) for Small Businesses
By Danielle AndrusA new robo-401(k) that targets small-business owners hit the market in February.
January 28, 2016
Schwab, Fidelity Report Record Donor-Advised Fund Giving in 2015In a sign of the times, Fidelity DAFs now accept contributions in bitcoin.
January 26, 2016
The life-changing life insurance career that's often overlookedFraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
January 26, 2016
The life-changing life insurance career that's often overlookedFraternal benefit societies offer life insurance agents & advisors unique opportunities to weave charitable & community-building initiatives into their careers.
January 25, 2016
Charitable Giving Will Grow in 2016 and 2017: ReportThe nonprofit sector in the U.S., and in particular education, can look forward to growth in giving this year and next, a study finds.
January 20, 2016
Tax Law Changes Affecting Your ClientsCongress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
January 12, 2016
Oops: IRS Wrongly Gave Tax-Exempt Status to Many EZ FilersA Taxpayer Advocate study found that 37% of 501(c)(3) groups that had filed the shortened IRS form didn't satisfy the required organizational test.
January 08, 2016
What Clients Need and What Advisors Aren’t Doing: Liz DavidsonThe Financial Finesse founder offered ThinkAdvisor some pointers on how advisors can attract and retain clients and where she thinks the business is heading.