For Dick Taylor, this is a busy time of year. As a senior executive at a major insurance
brokerage, he finds that year-end renewals keep him late in the office most nights.
From ‘The Chronicle of higher education’
Advisors consistently underestimate how important philanthropy is to their clients. Here’s what you need to know to avoid making the same mistake.
Estate planning attorney Squillace talks to ThinkAdvisor about how wealthy
clients can minimize taxes through charitable giving, loss harvesting and other
While higher tax rates have increased high-net-worth clients’ interest in charitable remainder trusts (CRTs), increasing the lettering that goes with CRTs also may increase the planning possibilities.
The Chronicle of Philanthropy released its annual “Philanthropy 50” list this week, detailing the gifts of the most generous donors in America.
Charitable remainder trusts may be due for a bigger role in IRA planning. The primary factors are demographic, with millions of baby boomers entering retirement each year.
For years, the top tax rate on long-term capital gains was 15%, so certain tax-deferral
techniques waned in popularity. That’s no longer the case.
Advisors, attorneys and accountants are increasingly recommending donor-advised funds to clients interested in charitable planning.
The latest Philanthropy 400 rankings from the Chronicle of Philanthropy indicate that the Wall Street acquisition of the nonprofit sector is, if anything, ahead of schedule.