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The two strategies can complement each other, but success depends on starting out with a clear vision.
November 28Frontier Asset Management -
The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16 -
A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?
August 30 -
Financial advisors can help translate desires and values into a concrete giving plan — one that may yield tax savings along the way.
June 16RBC Wealth Management -
Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.
February 28 -
A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.
January 23 -
The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.
January 5 -
From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.
December 6 -
More tax savings means happier clients and potentially wealthier financial advisors.
December 1 -
Donor-advised funds are under scrutiny for providing a tax break but not funneling money to charities.
November 23