Heather Zack on the Power of Charitable Planning
Wealth Management
DECEMBER 9, 2022
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
Wealth Management
DECEMBER 9, 2022
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
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Wealth Management
MARCH 13, 2024
And the four client types that stand to benefit most from a conversation regarding donation to charity and philathropy.
Wealth Management
SEPTEMBER 15, 2023
Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile and effective means of charitable giving are through donor-advised funds (DAFs) and privat
Nerd's Eye View
JANUARY 22, 2024
While this shift has enriched the advisor's role, it has also introduced challenges in aligning the advisor's offerings with the nuanced needs of HNW prospects and clients.
Wealth Management
NOVEMBER 1, 2022
Failed charitable planning technique results in a malpractice claim.
Advisor Perspectives
MARCH 29, 2023
Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.
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