Philanthropy

Clients should consider tax breaks such as education expenses, mortgage interest payment and small business costs.

Clients should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

Contributions and grants have recently reached record highs.

Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

When it comes to planning, hitting financial goals is only part of the story.

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The robo advisor adds a longstanding tax strategy to its offerings.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Become a go-to source for philanthropic clients, and your practice could grow.

Schwab’s nonprofit arm and many firms allow advisors to serve clients while helping charities.

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

Five ways to build a successful charitable planning practice.

The right debt strategy can help clients make better decisions with capital allocations.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

For many, walking away from their firm is ‘like selling their baby.’

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.

Hurricane Harvey provides a grim reminder of how traumatic it can be to face the effects of severe weather. Here’s how to be effective if it happens to your clients.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

A clinic at the University of Georgia has offered free advice through a variety of methods for almost a decade.