Philanthropy

The award from Invest in Others, a nonprofit whose board features prominent financial firms, honors practices with extensive volunteering and charitable giving.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

A new report raises questions about how much money is being shuttled between DAFs, rather than distributed to charity.

DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.

Holders of donor-advised funds increased their disbursements last year in response to urgent demands for greater charitable contributions to cope with the COVID-19 pandemic.

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Here's an at-a-glance guide to the candidates' positions on individual taxes.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value