Americans have a deep desire to become involved with and have an impact on various societal issues and alleviate suffering where there’s great need. If you’re involved in regular charitable giving, you know how [...]
Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a picture: [...]
No doubt, the Tax Cut and Jobs Act (TCJA) of 2017 will change your tax planning in one way or another. Despite any alterations to your planning process, there’s one thing that won’t change: [...]
While many of your clients will benefit from reduced tax rates and expanded tax brackets under the new tax laws, it’s likely that many will elect not to itemize this year. Rather, they will [...]
While most taxpayers will benefit from reduced tax rates and expanded tax brackets under the new tax laws, many will elect not to itemize this year. Rather, they will opt to claim the higher [...]
This article explores two strategies for family philanthropy, the Private Foundation (PF) and the Donor Advised Fund (DAF) and how these effective and meaningful tools for family philanthropy can help your clients increase the [...]
Sound asset stewardship and family unity each play a tremendous role in successful generational wealth transfer. Here’s why philanthropic giving can contribute to both of those goals. This article is the third in [...]
What will happen to your established wealth in generations to come? By working together with family and trusted financial advisors, you can boil the future of your wealth down to a single page. By [...]
Hazel Van Dyke Patterson One October day 34 years ago my mother was a vibrant 71-year-old who loved to bowl and visit friends. The next she was gone. Only it didn’t seem [...]
As you may already know, a donor advised fund (DAF) is a charitable giving vehicle sponsored by a public charity. When your clients establishes a donor advised fund with iGiftFund, they are dealing with [...]