Philanthropy

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.

Judy Volkmann, founder of the FPA’s New York chapter, helped launch a college program connecting hundreds of mentors with students.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

These works of nonfiction and fiction can provide inspiration for better practice management and client services.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

Advisers need to plan their nonprofit work as carefully as the rest of their business.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Nontraditional offerings are becoming critical for differentiation, says a new Schwab study. Advisers will also need to provide more services for the same fee, says Bernie Clark, head of Schwab Adviser Services.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

It's not too late to help clients improve their tax situation for 2016 and beyond.

Have a meaningful conversation with clients about year-end strategies that factor in potential changes in taxation.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

Why advisers shouldn't leave this aspect of planning on the back burner.