The Fifth Circuit pours dirt on the DOL rule’s coffin, Fiduciary Trust Charitable cuts donor-advised fund minimum and millennials are still relying on their parents for money.

Seniors over the age of 70½ who have IRAs have a great opportunity to leverage tax savings from their philanthropy.

Would it be tax deductible?

Jeff Bezos to announce his philanthropic intentions this summer, a New York advisor is accused of stealing $5 million from elderly clients and the SEC clarifies its cryptocurrency stance.

Charitable giving surpasses $400 billion for the first time, baby boomers and millennials favor impact investing and AdvisorEngine announces back end improvements.

Millennials don’t associate wealth as “peace of mind,” philanthropy overlooks mental health and Raymond James adds two Michigan offices.

Make sure clients understand rules before taking action.

Strategies to maximize the value of charitable gifts.

Christopher P. Woehrle explains the effect of the Tax Cuts and Jobs Act’s denial of the above-the-line alimony deduction to a payer of alimony.