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Financial Planning
July 1, 2012
Martin Shenkman |
The Human Factor Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients.   |
On Wall Street
July 1, 2010
Martin Shenkman |
Giving Even When It Hurts Tax laws are rapidly changing, the estate tax remains undecided and the economy is still a bit on the wild side. What issues and technique should advisors be considering with clients during these trying times? |
Financial Planning
June 1, 2010
Martin Shenkman |
"Nothing Has Changed" Clients may be inclined to ignore the obvious and they're losing out on an opportunity to upgrade their estate plans. |
Parameters
Autumn 2006
Raymond L. Bingham |
Bridging the Religious Divide Academicians, east and west, hotly debate the fundaments of the war on terror. In our nation's capital, decision-makers and renowned scholars meet regularly to posit the pros and cons of U.S. foreign policy. |
Financial Advisor
June 2012
Mary Rowland |
Planning By The (Good) Book Ronald Blue's Christian advisors offer something unique. |
Financial Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
Salon.com
November 20, 2000
Amy Standen |
Faith in America What does religion mean now? Is it a mystical experience, a collection of social protocols or just common sense? |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Reason
March 2005
Cathy Young |
God or Mammon When religious groups in the U.S. get caught between their principles and their subsidies. |
Financial Planning
March 1, 2011
Dena Frenkel |
Advisor of Faith If you are a person of deep faith, don't be afraid to bring your beliefs to your advisory practice. |
ifeminists
November 25, 2003
Thor L. Halvorssen |
Religious Liberty in Peril on Campus, National Surveys Reveal; Administrators, Students Ignorant of the Most Fundamental Rights According to two recent surveys, college students are very uninformed about the religious freedoms guaranteed by the U.S. Constitution. |
Financial Planning
April 1, 2013
Martin Shenkman |
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. |
Scientific American
October 2006 |
Let There Be Light Science and faith can coexist happily as long as neither tries to take on the functions of the other. |
Financial Advisor
March 2007
Sydney LeBlanc |
Ideology Investing With SMAs Philanthropy and separate accounts charitably co-exist. The flexibility of SMAs can also help clients who establish charitable remainder trusts. |
Trusts & Estates
March 22, 2002
Robert F. Sharpe Jr. |
Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector? |
Registered Rep.
January 1, 2003
Bennett Voyles |
Serving Muslim Investors Reconciling Muslim religious requirements with standard Western investment practices isn't easy, but brokers say their basics are not difficult to understand. |
Inc.
December 2006
Alan Wolfe |
Guest Speaker: Worshiping at Work - Religion - Adam Smith Bringing religion into your company can be a test of faith - but not in the way you might expect. |
Commercial Investment Real Estate
Sep/Oct 2012
Duncan Patterson |
Donations Demystified Certified Commercial Investment Members can play a role in the real estate gifting process. Charitable gifting through donations of real estate is one of the most underutilized methods of transferring assets in today's market. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
Salon.com
June 5, 2001
Jake Tapper |
Losing his religion? Negotiating a bill through Congress, Bush's faith czar expresses frustration with his own White House... |
Reason
October 2002
Cathy Young |
One Nation, Many Gods Vouchers, the Pledge of Allegiance, and the separation of church and state |
Salon.com
August 4, 2000
Katharine Mieszkowski |
Higher being Can legalizing drugs bring us closer to God? |
Commercial Investment Real Estate
Nov/Dec 2012
Mary Stark Hood |
Real Estate Gifting Realized Real Estate Gifting Realized, the new program launched by the Education Foundation of the CCIM Institute, facilitates the donation of real estate to charitable organizations. |
Reason
January 2005
Chris Lehmann |
Among the Non-Believers The End of Faith: Religion, Terror, and the Future of Reason, by Sam Harris derides the callow apocalyptic temper of the monotheistic traditions, while effectively seeking to bully readers into accepting nuclear Armageddon as a justified response to rampant fundamentalism. |
Investment Advisor
August 2008
Olivia Mellan |
Minority Affairs Let's take a look at clients from different cultures, and how advisors can train themselves to serve minority groups. |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
Salon.com
October 23, 2002
Damien Cave |
Dying for God The author of "The Martyrs of Columbine" on the strange and sometimes violent collision of religion and politics. |
The Motley Fool
November 8, 2006
Dan Caplinger |
Make Your Mark Making a bequest to your favorite charity may be the best way to leave your legacy. |
Commercial Investment Real Estate
Jul/Aug 2013
Mary Stark Hood |
Real Estate Gifting Realized: Charitable Remainder Trusts Commercial real estate professionals and their clients should consider all options when discussing the charitable donation of real property. |
Salon.com
August 29, 2000
Gary Kamiya |
Holy Joe Lieberman's God-fearing sermon was a cute political move -- and a debasement of both religion and civil society. |
CIO
August 15, 2001 |
Department of BIG, Scary Numbers Statistics on how the Internet affects U.S. adults' religious practice... |
BusinessWeek
December 6, 2004
Weber & Coy |
Economists Are Getting Religion Religion is simply too big for economics to ignore, and now the gulf is closing. |
Reason
June 2007
Jacob Sullum |
Spiritual Highs and Legal Blows The power and peril of religious exemptions from drug prohibition in the U.S. |
BusinessWeek
October 13, 2003
Michael Shari |
Keeping Money in Line with Mecca Islamic finance learns to accommodate the religious dictates of the Koran. |
On Wall Street
January 1, 2012
Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Inc.
February 2005
Alison Stein Wellner |
The Morality Play More than ever before, Americans are talking about values. For marketers, it's tempting to do the same. But will a values-driven campaign drive business -- or drive it away? |
Reason
January 2005
Brian Doherty |
Homeschool Revolt Pennsylvania parents resist homeschooling regulation citing the Religious Freedom Protection Act.. |
Salon.com
April 26, 2001
Ivan Oransky |
In bad faith A researcher offers evidence that religion is good for your health. Too bad so much of it is bunk... |
Registered Rep.
October 1, 2006
John Churchill |
Creditors Snatch Collection Plate If you're bankrupt, giving money to a religious institution is not an option, says one court. |
Reason
December 2002
Cathy Young |
Ecumenical Intolerance The sin of extremism is neither common to all Muslims nor limited to Islam. |
Financial Planning
May 1, 2012
Scott Wenger |
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. |
Salon.com
February 1, 2001
Michael Joseph Gross |
Hard-wired for God? A Christian takes issue with a book claiming that religion is merely a trick of evolution... |
Salon.com
July 7, 2000
Jake Tapper |
God is their copilot Both born-again, Bush and Gore have made this the most God-fearing presidential race in 100 years. But their faiths have led these men in two completely different directions. |
Finance & Development
December 2010 |
Good for Growth? The spread of Islamic banking can spur development in countries with large Muslim populations. |
American Family Physician
January 1, 2001
Gowri Anandarajah & Ellen Hight |
Spirituality and Medical Practice Using the HOPE Questions as a Practical Tool for Spiritual Assessment |
Salon.com
September 24, 2001
Janelle Brown |
Terror's first victims When fanatics like the Taliban seize control of Islamic countries, women are the first to suffer... |
Salon.com
Debra Dickerson |
So this is compassion? George Bush's compassionate conservatism sounds a lot like Al Gore's. But are faith-based charities really the answer to America's problems? |
Reason
October 2004
Cathy Young |
Beyond Belief The idea that U.S. politicians should keep their religious faith private may seem outrageously intolerant. But is it not equally outrageous that a secularist figure cannot express his views honestly without committing career suicide? |
Trusts & Estates
April 2003 |
Editor's Briefing For Love of Fairness... Pray For The Rich... Alternative Investments... Tax Law... etc. |
