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.
Clark at Large: The Riddle of the CFP Board
By Bob Clark, Bob ClarkWith Thanksgiving past and the new year approaching as I write this, it's a perfect time to kick back and contemplate the year that was...
December 21, 2009
Three steps to impact a prospectCommunicating effectively with prospects is often dependent on your ability to make an impact in a short amount of time and space.
December 14, 2009
Income Tax Planning with Pooled Income FundsEstate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.
December 11, 2009
Federal Estate Tax Changes: UpdateThere has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010.
December 01, 2009
Get InvolvedAdvisors who give back to their community often find that not thinking about business is the best way to attract it.
December 01, 2009
Putting SRI Into Practice: Jennifer Lazarus"I call myself the financial planner to the socially responsible investor," explains this solo practitioner. After two years with another firm she launched her own...
December 01, 2009
Putting SRI Into Practice: Georgette Frazer"I was in SRI before I even became a financial advisor," says Georgette Frazer. "My bachelor's degree is in ecology and botany and as a...
December 01, 2009
The Back to Basics CycleThere's a pas de deux that occurs when I interview someone for the Web or the magazine. In such a conversation, I will proceed to...