Philanthropy http://wealthmanagement.com/taxonomy/term/6604/more en Women Retire Poorer http://wealthmanagement.com/blog/women-retire-poorer <div class="node-body blog-body">RIAs need to view technology as an investment, not a cost, according to the RIA in a Box Compliance Blog. And those firms that are aggressive in adopting new technologies are also the ones that grow the fastest.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/women-retire-poorer" target="_blank">read more</a></p> http://wealthmanagement.com/blog/women-retire-poorer#comments Industry RIAs Blogs Business Planning Strategies Philanthropy Careers The Daily Brief Wed, 15 Apr 2015 09:00:00 +0000 835881 at http://wealthmanagement.com Charitable Donation Wasn’t Substantiated http://wealthmanagement.com/philanthropy/charitable-donation-wasn-t-substantiated <div class="node-body article-body">Taxpayers who didn’t substantiate their charitable contributions were liable for a deficiency of $12,388 and an accuracy-related penalty of $2,468. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/charitable-donation-wasn-t-substantiated" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/charitable-donation-wasn-t-substantiated#comments Legal Philanthropy Public Thu, 09 Apr 2015 18:31:00 +0000 833261 at http://wealthmanagement.com belchonock/iStock/Thinkstock Charitable Gifts: Tax Reform? http://wealthmanagement.com/blog/charitable-gifts-tax-reform <div class="node-body blog-body">Conrad Teitell discusses the behavioral and economic consequences of tax-law changes as predicted by static and dynamic scoring methods, respectively</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/philanthropy-tax-e-letter">Philanthropy Tax E-Letter</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/charitable-gifts-tax-reform" target="_blank">read more</a></p> http://wealthmanagement.com/blog/charitable-gifts-tax-reform#comments Philanthropy Public Philanthropy Tax E-Letter Mon, 30 Mar 2015 13:52:00 +0000 825591 at http://wealthmanagement.com <p><em>Copyright Oli Scarff, Getty Images</em></p> Making Gifts “Again” … Accelerating Charitable Remainder Trust Gifts http://wealthmanagement.com/philanthropy/making-gifts-again-accelerating-charitable-remainder-trust-gifts <div class="node-body article-body">Christopher P. Woehrle discusses the benefits of lifetime funding of bequest intentions</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/making-gifts-again-accelerating-charitable-remainder-trust-gifts" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/making-gifts-again-accelerating-charitable-remainder-trust-gifts#comments Philanthropy Wed, 25 Mar 2015 16:32:00 +0000 822691 at http://wealthmanagement.com ETFs Still a Mystery http://wealthmanagement.com/blog/etfs-still-mystery <div class="node-body blog-body">Bloomberg has rounded up over 35 executives to play in its March Madness tournament, including business heavyweights like AOL’s Tim Armstrong and Google’s Eric Schmidt and finance buffs such as Pershing Square’s Bill Ackerman and Goldman Sachs president Gary Cohn.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/etfs-still-mystery" target="_blank">read more</a></p> http://wealthmanagement.com/blog/etfs-still-mystery#comments People Blogs Equities Philanthropy The Daily Brief Fri, 20 Mar 2015 09:00:00 +0000 819001 at http://wealthmanagement.com Estate Loses Out on Charitable Deduction http://wealthmanagement.com/philanthropy/estate-loses-out-charitable-deduction <div class="node-body article-body">In Belmont v. Commissioner, the issue before the Tax Court was whether the estate was entitled to a $219,580 charitable deduction on its income tax return.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/estate-loses-out-charitable-deduction" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/estate-loses-out-charitable-deduction#comments Taxes Philanthropy Public Mon, 16 Mar 2015 20:15:00 +0000 815661 at http://wealthmanagement.com The Mythical Millionaire http://wealthmanagement.com/blog/mythical-millionaire <div class="node-body blog-body">One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made small business owner who, by frugality and savings, joins the ranks of millionaires - is increasingly a mythical creature.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/mythical-millionaire" target="_blank">read more</a></p> http://wealthmanagement.com/blog/mythical-millionaire#comments People Blogs Business Planning High Net Worth Philanthropy The Daily Brief Thu, 12 Mar 2015 09:00:00 +0000 810701 at http://wealthmanagement.com <p><em>Noppadol_Anaporn/iStock/Thinkstock</em></p> Making Gifts Sooner Than Later … Accelerating Charitable Bequests http://wealthmanagement.com/planned-giving/making-gifts-sooner-later-accelerating-charitable-bequests <div class="node-body article-body">Robert F. Sharpe, Jr. implores planners to focus on the non-tax motivations that have always been at the heart of philanthropic planning</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/planned-giving/making-gifts-sooner-later-accelerating-charitable-bequests" target="_blank">read more</a></p> http://wealthmanagement.com/planned-giving/making-gifts-sooner-later-accelerating-charitable-bequests#comments Planned Giving Philanthropy Public Mon, 23 Feb 2015 20:50:00 +0000 790721 at http://wealthmanagement.com Household Philanthropy Financial Shift http://wealthmanagement.com/philanthropy/household-philanthropy-financial-shift <div class="field-byline"> Gena Rotstein </div> <div class="field-deck"> As women’s influence over wealth not only in Canada but also in the U.S. continues to rise, their unique approach to giving needs to be better understood by financial advisors and by charities. </div> <div class="node-body article-body">As women’s influence over wealth not only in Canada but also in the U.S. continues to rise, their unique approach to giving needs to be better understood by financial advisors and by charities.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/household-philanthropy-financial-shift" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/household-philanthropy-financial-shift#comments Philanthropy Wealth Planning Mon, 23 Feb 2015 20:09:00 +0000 790751 at http://wealthmanagement.com syntika/iStock/Thinkstock Elkins: A Double-Edged Sword? http://wealthmanagement.com/philanthropy/elkins-double-edged-sword <div class="field-deck"> The ruling may result in a lower charitable tax deduction for contributions of fractional interests in art </div> <div class="node-body article-body">Kristin T. Abati & Renat V. Lumpau highlight the impact of this decision on contributions of fractional interests in art</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/elkins-double-edged-sword" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/elkins-double-edged-sword#comments Philanthropy Premium T&E Mon, 23 Feb 2015 18:46:00 +0000 790501 at http://wealthmanagement.com