taxes

By Ken Nopar, Senior Philanthropic Advisor

Clients are now meeting with their accountants to review the past year and look ahead. Charitable giving has become much more prevalent in those annual conversations as a result of the tax law changes at the end of 2017.

By Stacey Delich-Gould, Senior Vice President, Senior Trust and Estate Specialist, and Greg Singer, Investment Director, Capital Group Private Client Services - New York City, Guest Columnists

By Martin S. Schamis, CFP^®, VP-Head of Wealth Planning, Janney Montgomery Scott LLC - Philadelphia, Guest Columnist

By Eric Kinaitis

According to the BLS, employment growth among financial advisors is expected to grow 7% from 2018 to 2028. So, in a crowded and competitive marketplace, who are the future winners likely to be?

By Eric Kinaitis

Is the enjoyable growth that most stockholders have seen over the last decade coming to an end?

By Ken Nopar, Senior Philanthropic Advisor

Increasingly, clients have been discussing charitable planning with their tax and financial advisors, especially since the 2017 Tax Cuts and Jobs Act. Though some clients made changes in the past year or two by bunching donations or establishing donor advised fund (DAF) accounts, many still have not.

By Andrea Kushner Ross J.D., LL.M - Director, Andrew T. Bishop, CFA - Associate Director,  & Jennifer R. Ostberg, CFP ® - Senior Analyst,  Bernstein Private Wealth Management   Guest Columnists

Now that 2017 is behind us, it’s time to start planning for 2018. Specifically, it’s important to think about charitable gifts. Why?

By Ken Nopar

By Eric Kinaitis

The Tax Cuts and Jobs Act (TCJA) provided a massive change to many aspects of traditional tax planning.

By Eric Kinaitis

According to a recent study, Americans gave over $390 billion to charity in 2016, with nearly 72% of that amount coming from individuals.