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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 -
Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.
November 24 -
Art, antiques or other collections can make valuable donations -- with tax benefits to boot. Help make sure clients comply with IRS rules and get the highest possible deductions.
November 24 -
Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.
November 23 -
Changes in IRS rules have made the paperwork more onerous and the tax breaks less generous. Advisors should examine clients' reasons for giving, and make sure they act well before year-end.
November 23 -
The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.
November 22 -
The impact of making a few large gifts may be quite different than the outcome from making many smaller gifts. Here are some tips to help clients decide how many charities to support.
November 22 -
As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.
November 21 -
As strategies for charitable giving become more complicated, software can help planners, clients, attorneys and accountants evaluate different options.
November 21 -
Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.
November 20 -
Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.
November 19 -
Once a client has made a donation to his or her favored charity, your work has just started. Changes in tax laws, investment values and charitable organizations mean that advisors need to be vigilant.
November 19 -
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
November 18 -
When spouses or other family members can't agree on where to donate their money, it's time for some diplomacy.
November 18 -
Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.
November 17 -
Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.
November 17 -
Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
November 14 -
Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.
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