The Biden administration’s first-ever analysis of tax return data by race and ethnicity shows a discrepancy in those who gain from lower rates on capital gains and dividends.
Some of the biggest US foundations held concentrated positions that have plunged even more than the stock market, at a time when nonprofits are concerned giving will slow.
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.