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By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.
November 25 -
A family contribution system can help strengthen philanthropy as a core family value.
November 25 -
Clients who attend charity dinners or concerts need to take precautions on their tax returns.
November 25 -
A new study finds that donor-advised funds are outnumbering all other charitable donation vehicles combined.
November 25 -
There are a surprising variety of ways for clients to support charities, even if they don't have extra cash to give.
November 25 -
The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.
November 25 -
The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.
November 25 -
The IRS is considering regulations to limit assets in IRAs; plus, six ways to make a penalty-free 401(k) withdrawal and new rules that allow 401(k) rollovers into company pension plans.
November 25 -
By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.
November 25 -
A family contribution system can help strengthen philanthropy as a core family value.
November 25









