Philanthropy

Clients will no longer be able to undo Roth conversions once the new tax law takes effect next year.

When giving cash gifts to grandchildren this holiday season, clients have options that can also help minimize their estate taxes in the future.

The right strategy can help minimize their future estate taxes.

The top advisor this year, Brock Kidd from Pinnacle Bank, focuses on well-heeled clients and many of Nashville’s high-profile musicians.

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.’