Practice

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.

The income tax on conversions may not be worth the potential appreciation they will get over a period of time; plus, low-cost holiday gift ideas and ways in which to make your money last in retirement.

Some varieties of charitable remainder trusts can be tailored to donors' income needs.

The SEC charged the firm with violating federal securities laws by providing unregistered cross-border brokerage and investment advisory services to U.S. clients.

"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

A family contribution system can help strengthen philanthropy as a core family value.

Clients who attend charity dinners or concerts need to take precautions on their tax returns.

A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.