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The biggest QCD question is whether it will be effective for a check not cashed by year’s end?
December 18 -
There has been a robust increase in employers' registration since the program started last year, data shows.
December 12 -
Lower-earning spouses who took time off to raise children or care for an aging parent may not be eligible based on the taxes they paid into the system.
December 11 -
Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.
November 20 -
Advisors take note: DAFs remain the fastest-growing charitable giving vehicle.
November 16 -
From working with children to spreading financial literacy, here’s how advisors are donating their time and money this holiday season.
November 12 -
The business of supporting charitable giving has never been so profitable.
October 3 -
Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.
September 27 -
Recent tax law changes make gifting from an IRA an even better bet.
September 21 -
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The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.
September 19 -
Under the new tax law, the tax on children’s investments and unearned income could end up costing a pretty penny.
September 19
Clarfeld Financial Advisors -
One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.
September 18 -
Taxpayers won’t get big federal write-off above state credit.
August 24 -
Although the rules have become more lenient, high-income clients must not be complacent.
July 3 -
As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.
May 31 -
Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.
May 22 -
Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.
April 24 -
Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
April 9 -
Clients may be in the dark about the regulators new rules for taxing digital currencies.
March 23

















