Giving

DAFs Can Trim the Capital Gains Tax Bite

Directly depositing appreciated stock into a donor-advised fund can also provide other tax savings.

Help Clients Avoid Probate

Married couples who establish a joint revocable trust can reap many benefits — including avoiding pandemic backlogs in probate. (By Matthew Guanci)

DAFs Invaluable During Market Downturns

Donor-advised funds also make giving easier when income shrinks in retirement and when businesses aren't as profitable.

New 529-Plan Rollover Legislation: Read the Fine Print

Although the bill’s intentions are good, it’s confusing and lacks limitations that are likely forthcoming, says our columnist. (By John Gehri)

College Costs Will Double or Triple for Many Families

How the new financial aid rules will reduce affordability, plus other changes clients need to hear. (By Beth V . Walker)

Post-Secondary Planning Isn’t Just for College

Clients can also use guidance when their children or grandchildren are contemplating trade school or an apprenticeship.(By John Gehri)

Venture Capitalist Gives Stanford $1.1 Billion for Climate Change School

Stanford University is getting $1.1 billion, its largest gift ever, for a new climate change school.

Unlocking the Power of Charitable Remainder Unitrusts

A CRUT allows clients to defer income taxes on the sale of appreciated stock or investment real estate. (by Matthew Guanci)

Want HNW Clients? Go Beyond Garden-Variety Charitable Planning

Strategic philanthropy will deliver lifetime relationships across generations, says this expert. (By Claudia Ehrlich)

Raising Money-Smart Kids Safeguards Parents’ Retirement

An advisor who has seen kids ruin retirements shares “Dear Parents” advice for clients. (By Lauren Gadkowski Lindsay)

Latest News

U.S. High-Yield Bond Funds Draw Cash As Recession Fears Ebb

U.S high-yield bond funds are attracting heavy investments, a turnaround from the selloffs of the first half of this year.

U.S. Renewables Investors See New Law Sparking Gold Rush

For the first time, investors seeking to pour cash into U.S. clean energy projects can count on at least a decade of generous tax credits.

‘I Love Lucy’ Used to Cheat Investors, Indictment Alleges

A federal grand jury has indicted a California businessman on charges he cheated investors with the Desilu name, made famous by Lucille Ball and Desi Arnaz.

Proposal Comes Amid ‘Astounding Increase’ In Hedge Funds

The Securities and Exchange Commission wants hedge funds and other private-fund advisors to increase their disclosure.

Commonwealth Attracts $165M Advisory Specializing in Retirement

The group has been in business for 26 years and has $165 million in assets under management.

Florida Homeowners Facing Costlier, Scarcer Insurance

Hurricanes are not the primary reason that Florida homeowners currently paying the most expensive insurance premiums in the country.