The lines between business and charity, and between for-profit and nonprofit, are blurring.

In my last column, “Beginning With The End in Mind: Clearing Barriers to a Successful Business Succession Plan,” which appeared in the April 2016 issue (p. 9), I examined the planning challenges of gifting S corporation stock to...

Help clients create a long-lasting legacy.

David Rubenstein, founder of private equity giant The Carlyle Group, grew up in a modest home in Baltimore. His father was a postal worker and his mother was a homemaker. Now Rubenstein is worth a reported $2.8 billion. How did he get there...

Like any solid relationship, the one formed between a financial advisor and a client is built on mutual trust and understanding. According to recent studies, talking about deeper, more personal subjects, such as giving, is key to building trust...

A life-income charitable individual retirement account rollover bill (HR5171) (The Legacy IRA Act) has just been introduced this morning by House Ways and Means Committee members Peter Roskam (R-IL), Earl Blumenauer (D-OR), Erik Paulsen (R-MN) and...

(Bloomberg) -- Free lectures, admission to athletic games and concerts, even shuttles to Trader Joe’s are some of the perks that neighbors of Princeton University get from New Jersey’s only Ivy League school...

In recent years, the term “blended gift” has increasingly been used to refer to various ways individuals can make significant charitable gifts. I first used this term at a philanthropic gift planning conference in 1995.1  ...

Investment banking and wealth management are seen as distinct businesses within financial services, but there is more crossover than you might think. Simon Smiles, managing director and chief investment office for ultra-high net worth at UBS ...