Age of Giving Suggests Better Planning Possible
Submitted by American Endowment Foundation on October 30th, 2017By Martin M. Shenkman, CPA, MBA, PFS, AEP, JD , Guest Columnist
Giving Statistic
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Alternative Minimum Tax & Donor Advised Funds
Submitted by American Endowment Foundation on October 23rd, 2017
By Eric Kinaitis
An article in Investment News covered the alternate reality that an estimated 4.5 million taxpayers are likely to face: the alternative minimum tax (AMT).
The Tax Saving Power of Donor Advised Funds
Submitted by American Endowment Foundation on October 9th, 2017
Written by Eric Kinaitis
Talk with Clients Now About Charitable Plans and Avoid Year-End Stress
Submitted by American Endowment Foundation on September 25th, 2017by Ken Nopar
Carried Interest - How to Use it for Charitable Impact
Submitted by American Endowment Foundation on September 11th, 2017By Rachelle Roberts, CPA, MSA, Wealth Transfer Specialist, Plante Moran - Chicago, Guest Columnist
Asset Aquisition Ideas from the Top Advisors in the Country - Part 5
Submitted by American Endowment Foundation on September 4th, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have been inspired by learning from some of the top advisors in the country, particularly how they have used charitable planning to build their AUM. Here are some additional ideas.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 4
Submitted by American Endowment Foundation on August 28th, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share how these successful advisors have used the power of charity to grow their business.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 3
Submitted by American Endowment Foundation on August 14th, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
I have had the pleasure of meeting and learning from some of the brightest and most successful financial advisors in the country. Let me share one of the efforts that I learned on how these successful advisors have used the power of charity to grow their business.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 2
Submitted by American Endowment Foundation on August 7th, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
Over the years, I have had the privilege of learning from some of the most successful advisors in the country. Let me share one of the tips I learned from advisors about the power of charitable giving and how they use it to grow their AUM.
Asset Aquisition Ideas from the Top Advisors in the Country - Part 1
Submitted by American Endowment Foundation on July 31st, 2017By Susan Kay, VP-Business Development, MFS Advisors, Guest Columnist
