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.
Jamie Hopkins on Secure 2.0: What's Overhyped, What's Interesting and What to Watch
By John ManganaroThe RMD age pushback is "not the most important provision" of the new law, the Carson exec says.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 14, 2022
Quiz: Do You Know These Charitable Giving Tax Facts?Do you know the rules when it comes to tax benefits and deductions for charitable giving?
December 14, 2022
Why Advisors Should Rethink the 'M' in RMDTaking more than "minimum" distributions, or starting earlier, could mean years of lower taxes for clients.
December 14, 2022
The Seven Deadly Sins of Year-End AdvisingThe temptations of sloth and gluttony abound in December. Thou shall not give in!
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 02, 2022
Only One-Fifth of Donors Report High Trust in Charities: SurveyHigh trust was actually up from a year earlier for most types of charities, according to the Better Business Bureau.