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A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.
August 20 -
DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.
June 9J.P. Morgan Wealth Management -
Holders of donor-advised funds increased their disbursements last year in response to urgent demands for greater charitable contributions to cope with the COVID-19 pandemic.
February 17 -
It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.
August 31Proquility Private Wealth Partners -
Depending on the economy and the election, they could be on the chopping block as soon as 2021.
August 26Cresset Asset Management -
New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.
August 24Commonwealth Financial Network -
Here's an at-a-glance guide to the candidates' positions on individual taxes.
August 5 -
Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value
July 27Prudential Financial -
Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.
May 26 -
The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.
May 5