Tax reform threatens a powerful client relationship tool
Charitable deductions are an incentive to giving and a way for advisers to show their humanity.
As charity season nears, time to review clients’ donor-advised funds
Five steps clients can use to guide their donor-advised fund contribution checkup, which can help maximize financial and tax-planning benefits and make charitable giving more enjoyable.
Charitable IRA rollovers and what you’re missing, thanks to Congress
Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.
No charitable IRA rollover, no problem. Consider the charitable alt-IRA
What if you could do something similar to a charitable IRA rollover now, with more clients qualifying, fewer downsides and numerous advantages?