Too often advisors have regarded charitable giving as a zero-sum game. Every penny your client gives to charity is a penny deducted from your AUM tally. In fact, knowing the basics of charitable giving can build up your bottom line in several ways...
The stock market may be sickly, but plenty of Ken Richard's clients face painful capital gains tax bills. A registered financial consultant at Kara Financial Services in St. Paul, Minn., Richard advises longtime employees of such Minnesota blue...
Throughout its history, an important factor in American life has been the vital role charities and philanthropic institutions have played in an economic, political and cultural mix that includes business, government and private philanthropy. In...
Wit,Wisdom & the Fiduciary Professions Dangerous Postponement Without Cause Ongoing thoughts about a misinformed public reaction to transfer tax reform By Ror M. Adams, Chair Editorial Advisory Board Many of our readers have communicated to us...
For over 20 years, it has been my privilege to teach law students at Northwestern University Law School and very early in my career at four other law schools. At The American Bankers Association National Trust School and National Graduate Trust...
