Charitable Trusts: Doing Good While Avoiding the Tax ManAug 1, 2002,By Pamela J. Black Charitable remainder trusts come in a variety of flavors. Does a client need a straight-up CRT or the one that Jackie O. made famous? Here's what you need to know.... Mutual Funds: A Less Taxing ChoiceAug 1, 2002,By Stan Luxenberg Charitable gift funds let investors donate money to good causes-and cut their tax bills.... Special Report-Charitable Giving: Making More by Giving MoreAug 1, 2002,By Pamela J. Black Giving away money is becoming a big business, a $160-billion business. Someone has to help manage all that money. Perhaps you?... Mutual Funds: New Rules Don't Make Choices Less TaxingApr 1, 2002,By Stan Luxenberg The SEC requires more disclosure of after-tax returns, but the data can be confusing.... |
Current Issue Asset-Gathering MachinesBY HALAH TOURYALAI In the first half of 2008, Camden Capital Management, a fee-only RIA in El Segundo, Calif., added $100 million to its growing pot of client assets... advertisement Career Developmentadvertisement Rep. ResearchBook Review
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