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By Gavin Morrissey, JD, LLM, Commonwealth Financial |
December 4, 2012
A year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
July 5, 2012
Charitable deductions are a hot topic in this year’s tax reform debates, but donor-advised funds have been singled out for potential elimination in 2013.
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By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M. |
November 6, 2011
Donor Advised Funds can allow your clients to align their planning and charitable aspirations.
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By Robert F. Keane |
June 4, 2010
For the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
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By Robert F. Keane |
June 4, 2010
For the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.
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By Michael S. Fischer |
November 1, 2008
Once wealth managers have uncovered a client family's wealth and legacy values and explored the psychology that goes along with those values, the next step...
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By Anita Dennis |
May 1, 2006
Several years ago, one of advisor Doug Neal's clients was facing serious tax consequences on some investments that had increased in value during the time...