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.
RMD Planning for 2021 and Beyond
By Roger WohlnerA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 02, 2021
Vanguard Charitable Launches Tool to Help Donors Address Hunger, HomelessnessThe tool is a direct result of donors telling Vanguard Charitable they're focused on these issues.
December 01, 2021
Deepen Relationships With 3 Additional AccountsAdvisors can grow their business by opening more accounts for current clients. In each case, the client benefits.
December 01, 2021
8 Ways to Finish the Year StrongSensible advice from the sales trenches: People who finish the year strong start the next year strong.
November 30, 2021
Most Americans Would Prefer Charity Donation Over Holiday Gift: SurveyA Fidelity Charitable survey finds widespread ignorance of tax-smart giving strategies among donors.
November 19, 2021
How Divorce Affects Charitable GivingDonor-advised fund accounts can help ex-spouses divide certain assets and develop their own charitable missions.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.