Substantiating Charitable Gifts Explained Nov 16, 2018 Use this sample letter to alert donor-clients. Chrem v. Commissioner: The Perils of Ignoring Strict, Literal Compliance Nov 16, 2018 Christopher P. Woehrle describes a case addressing Internal Revenue Code compliance in the context of charitable... Seven Next-Level Charitable Gift Planning Questions Nov 14, 2018 FAQs addressing some common client inquiries. Everything You Need to Know about ETFs Our ETF Channel features independent reporting, exclusive Informa research, & robust data tables and profiles. View Now Sign up for the Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Statement. List Leave this field blank Clients Don’t Understand the Impact of Tax Reform on Giving Nov 06, 2018 Those who wait until the last minute may miss out. Date of Delivery Rules for Charitable Gifts Explained Oct 26, 2018 Timing is crucial, so consult this comprehensive breakdown. Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Chrem v. Commissioner: The Perils of Ignoring Strict, Literal Compliance Nov 16, 2018 Christopher P. Woehrle describes a case addressing Internal Revenue Code compliance in the context of charitable... Seven Next-Level Charitable Gift Planning Questions Nov 14, 2018 FAQs addressing some common client inquiries. Everything You Need to Know about ETFs Our ETF Channel features independent reporting, exclusive Informa research, & robust data tables and profiles. View Now Sign up for the Morning Memo newsletter. AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCaribbean NetherlandsCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongo (Brazzaville)Congo (Kinshasa)Cook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong Kong S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorth KoreaNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe Sign Up Enter your email above to receive messages about offerings by Informa, its brands, affiliates and/or third-party partners, consistent with Informa's Privacy Statement. List Leave this field blank Clients Don’t Understand the Impact of Tax Reform on Giving Nov 06, 2018 Those who wait until the last minute may miss out. Date of Delivery Rules for Charitable Gifts Explained Oct 26, 2018 Timing is crucial, so consult this comprehensive breakdown. Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Seven Next-Level Charitable Gift Planning Questions Nov 14, 2018 FAQs addressing some common client inquiries. Everything You Need to Know about ETFs Our ETF Channel features independent reporting, exclusive Informa research, & robust data tables and profiles. View Now
Everything You Need to Know about ETFs Our ETF Channel features independent reporting, exclusive Informa research, & robust data tables and profiles. View Now
Clients Don’t Understand the Impact of Tax Reform on Giving Nov 06, 2018 Those who wait until the last minute may miss out. Date of Delivery Rules for Charitable Gifts Explained Oct 26, 2018 Timing is crucial, so consult this comprehensive breakdown. Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Date of Delivery Rules for Charitable Gifts Explained Oct 26, 2018 Timing is crucial, so consult this comprehensive breakdown. Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Charitable Giving Advice from Dr. Martin Luther King Jr. Oct 24, 2018 As the holidays approach, consider “the fierce urgency of now.” Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Charitable Contribution Deduction Primer Oct 22, 2018 Martin Shenkman outlines how to help clients save their tax deductions on charitable gifts. Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Tips for ”the Talk“ Oct 19, 2018 Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary. Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Charitable Gift Planning Q&A Oct 18, 2018 Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides. Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season. Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Five Philanthropic Strategies Advisors Should Share With Clients Oct 18, 2018 A great reason to get in touch with clients heading toward the holiday season.
Just Say No - To Charity? Oct 16, 2018 Encourage clients to gift now rather than as part of testamentary planning. Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Using Tax Reform as a Philanthropy Ice Breaker Oct 15, 2018 Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance. Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Philanthropy Is About More Than Just Tax Breaks Oct 11, 2018 The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
