A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...

It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...

There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...

Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...

As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...

Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.