Blog

By Dawn Jinsky, CPA and Sara Montgomery, Plante Moran

By Ken Nopar, VP-Senior Philanthropic Advisor

Whenever there is volatility in the markets, non-profit organizations become concerned that donations will drop. This is again the case this year, and their concern will increase especially if markets have not yet recovered before the busiest giving season at the end of the year.

By Eric Kinaitis

Although most investors like a bull market, anyone looking to sell appreciated stock is unfortunately going to trigger a tax on capital gains. Periodic changes in the legislative and political climate produces occasional rumblings of a potential increase of capital gains tax.

By Jeffay Chang and Anne Gifford Ewing, Capital Group Private Client Services, Guest Columnists

As Baby Boomers age and retire, many older adult children are now coming to grips with private family foundations set up by their parents decades earlier, before donor advised funds (DAFs) were an option for most families.

_{This is an updated version of a column that recently appeared in ThinkAdvisor.}

By Ken Nopar, VP-Senior Philanthropic Advisor

By Eric Kinaitis

Articles on death planning in the financial services industry underscore a point: no one likes thinking about our ultimate end.

However, as a financial planner or advisor, being able to embrace this difficult topic may prove to be a niche that can set your practice apart and provide a valuable and holistic service to your clientele.

By Sandra Lucas, Esq., AEF Alternative Giving Strategist

_{This is an updated version of a column that originally appeared in Wealth Management.}

By Ken Nopar, VP-Senior Philanthropic Advisor

By David A. Levitt & Nancy E. McGlamery, Adler & Colvin - San Francisco, Guest Columnists

By Christopher Clarkson, Director - Wealth Strategies Group, Bernstein Private Wealth Management, Guest Columnist