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The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.
November 12
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While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
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While donor-advised funds surge in popularity, a foundation may make more sense for those with more than $5 million to give.
November 11
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The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
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The benefits of CRTs are easy to see, but some clients remain confused about the disadvantages.
November 10
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It pays to make tax-related decisions when time is on your side.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
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It pays to make tax-related decisions when time is on your side.
November 7
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Mixing your clients' charitable impulses with your own can have multiple benefits.
November 7
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Leaving pretax money to charities reduces taxable distributions for other heirs.
November 7
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With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
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With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
November 6
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Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
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Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?
November 5
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Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.
November 4
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Recent tax laws added complexitynot to mention sticker shockto clients tax obligations. But with smart planning, you can alleviate some of the pain.
November 3 -
Including the next generation in a family's charitable activities helps advisors build a relationship.
November 3
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Contributing appreciated holdings to charity can be a tax-efficient strategy.
October 31
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An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
October 31
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An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
October 31
