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.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 29, 2018
Cybersecurity Environment Is 'Terrifying,' USA Financial's CCO SaysAndrea McGrew sees big increase in hacking and phising of advisor-clients; suggests common-sense precautions.
November 28, 2018
Giving & Getting Back: Raymond James, Securities America, Sigma/Parkland, Triad AdvisorsWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
Giving & Getting Back: Kestra, Lion Street, ProsperaWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
Giving & Getting Back: HD Vest, Investacorp, The Investment CenterWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
Giving & Getting Back: Ameriprise, Cambridge, CommonwealthWith help from BDs and advisors, we spotlight work to support local, national and global charitable efforts.
November 28, 2018
2 Questions RIAs Must Ask Before a DealWhen it comes to mergers and acquisitions, one RIA employs the same approach for success, and it's not about valuation.
November 28, 2018
Top 10 States With Least Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 28, 2018
Top 10 States With Most Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.