Practice

Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.

Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.

The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.

The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.

As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.

Steven A. Cohen’s new firm will stop collecting employees’ best trading ideas for a central investment pool and rewarding them with a special bonus, a practice that the U.S. government said created wrong incentives at his former hedge fund SAC Capital Advisors LP.

How monitoring mutual fund capital-gains distributions and avoiding the surtax can help clients reduce their tax bill for 2014; making charitable donations before Dec. 31 and prepaying state and local taxes for next year.

"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.