There will always be reasons to be charitable. But, if your client is looking to claim a deduction, be sure she follows the rules.
A view from the audience at Heckerling: Part 1.
A soon to be married millennial advisor shares what he's learned from clients in financially dysfunctional marriages.
Following the rules of the road will keep your client’s PF running smoothly and efficiently.
"I myself should be paying higher taxes — and all wealthy Americans should have to pay their fair share. I think we can all agree on that."