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Crowd funding presents a new area of tax planning expertise
Crowd funding is forecast to grow in popularity this year, leading to an added demand for specialized tax advice. The latest evolution in “passing the hat,” crowd-funding portals allow people to help back a project or a burgeoning company by providing financial contributions on the web. There's
Gifted at giving: Advisers honored at Community Leadership Awards
Half a dozen financial advisers who have shown remarkable charitable leadership and personal commitment were honored Thursday night at the sixth annual Community Leadership Awards.The awards in five categories were presented by the Invest in Others Charitable Foundation and InvestmentNews at the
Political giving by the rich
Extremely rich Republicans are less charitable than extremely rich Democrats but slightly more inclined to contribute to political causes.
Rep's example sends IBD CEO on a mission
Last September, Cetera Financial Group chief executive Valerie Brown traveled across the country to salute the philanthropic work of an adviser from one of the independent broker-dealer network's affiliate firms by attending the Community Leadership Awards in New York.
Windfall or downfall? Clients often lost with found money
Money is a good thing.By and large, most people believe that. But individuals who come into large amounts of money suddenly, whether through inheritance or some other circumstance, can face difficult and emotionally charged changes. Melissa Hammel and Holly Thomas, two financial planners who run
Client philanthropy: The gift that keeps giving
Advising on gifting helps build stronger ties to family, adds to book of business
Charitable incentives at risk
As lawmakers consider how to attack tax reform and debt reduction, the way that charitable gifts and deductions are treated is in the cross hairs.
Legendary band takes Warhol Foundation to court over banana
Peel and sue? Velvet Underground claims non-profit profiting off use of iconic image from first album
InvestmentNews , Invest in Others present adviser leadership awards
A special group of financial advisers who have demonstrated exceptional charitable leadership were honored last Wednesday at the fifth annual Community Leadership Awards
Advisers turning to philanthropy experts
Financial advisers who broach the topic of philanthropy with clients don't have to know how to reforest denuded land in Moldova or how to structure a scientific advisory board
Finalists announced for 2011 Community Leadership Awards
The awards, which will be presented Sept. 14, honor financial advisers who make a difference in their communities.
Small foundations eye donor-advised funds
Donor-advised funds are benefiting from small family foundations' closing or suffering drops in endowment assets as the costs and administrative burden of running the foundations have become too great
How tax changes are boosting gift fund donations
The tax deal reached in December by congressional leaders and the Obama administration is fueling a boost in donations into donor-advised funds.
Don't forget appreciated securities
Although it is widely underused, donating appreciated securities is perhaps the most straightforward and tax-smart way to give
Funded sports a hit with kids
As a child, William Sparks spent a lot of time alone at home while his single mother worked two jobs to make ends meet
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Mary Beth Franklin, InvestmentNews