Philanthropy

The costs of restricted spending

What’s involved in the appraisal?

Help clients develop a satisfying approach to philanthropy

Lessons learned from Ty Cobb’s charitable giving strategies

Important tools for accomplishing both charitable and non-charitable objectives

Help your clients make significant gifts, provide life income for themselves and save taxes

Treasury and the Internal Revenue Service just issued final regulations that thwart a capital-gain-avoidance plan. The plan purports to avoid capital gain for a life (or term-of-years) beneficiary of a charitable remainder unitrust or annuity...

There are opportunities and risks

Clients can maximize the impact of their taxable dollars in 2015

Millennials are the so-called “giving generation,” but many advisors aren’t talking about philanthropy strategies with their NextGen clients. It’s a wasted opportunity for millennials, but also for advisors to...