1. Estate and Charitable Giving Planning For You And Your Clients
(Matching tags: year end tax planning,estate planning,legacy,tax planning,financial planning,philanthropy)

Rabbi Hillel said, “If I am not for myself, who will be for me?  But if I am only for myself, who am I?  If not now, when?”  Unless your clients are planning to spend all ...

2. Taxpayer Victory in Petter Case Provides a Clear Path for Advisors to Follow when Planning Large Est
(Matching tags: family limited partnerships,estate planning,philanthropy)

A recent tax court case, Petter v Commissioner, gave the taxpayer a clear victory over an IRS challenge to the value of gifts made to her heirs. The win has provided a very clear and convincing methodology ...

3. Finding A Niche In Philanthropic Planning A Huge Differentiator For Advisors
(Matching tags: charitable giving,niche,high net worth,philanthropy)

Just back from the annual Conference on Philanthropy in Chicago and though the attendance was up to around 190 this year, I came away with that same feeling that I have every year; that many advisors ...

4. Philanthropy-Minded Clients Mainly Want Advisors To Care; Sophisticated Planning Strategies Come Second
(Matching tags: philanthropy)

... about philanthropy.  ...

5. Bill Gates Notes That Your Self-Made Clients Are More Likely To Have Philanthropic Urges
(Matching tags: philanthropy)

Between Bill Gates and Warren Buffett, the billionaire "Giving Pledge" has plenty of star power, but the nuances contain insight that advisors can use to frame the dreaded "philanthropic ...

6. An App That Donates To Charity Whenever You Make A Credit Card Transaction
(Matching tags: charitable giving,philanthropy)

Here's an app advisors can tell clients about to help them do good when they're doing well. It bases your charitable donations on your credit card transactions.  

7. Noted Estate Planner Takes His Practice On The Road To Reach The Chronically Ill
(Matching tags: philanthropy)

New Jersey advisor Martin Shenkman, best known for his tax and estate planning practice, is heading on the road again this year to bring high-end financial expertise to Americans with chronic health problems. ...

8. Commonwealth Starts Foundation To Focus Its Advisors' Community Charity Activities
(Matching tags: philanthropy)

Commonwealth Financial Network has opened a new foundation, the Commonwealth Cares Fund, to give its 1,400 reps a new way to give back to their local communities and the world.