When it comes to determining the charitable deduction for real estate donated to charity, the crucial issue is the value of what the charity received, not the value of what the donor gives away.
Read MoreEstate planners have mixed feelings about the proposed Sensible Taxation and Equity Promotion (STEP) Act.
Read MoreThe few merchants looking to sign new leases on one of the world’s most fashionable retail streets are demanding deep discounts.
Read MoreCambridge Investment Research, Securities America and J.W. Cole Financial failed to see the risk as reps sold options-laden "short-vol" LJM Preservation & Growth fund to investors, according to the regulator.
Read MoreAdvisory firms must make the choice to cultivate cultures that nurture diversity, equity, inclusion and belonging and implement structures and systems to hold each other accountable, writes Lazetta Rainey Braxton.
Read MoreThe financial planning software vendors are adding to advisor toolkits.
Read MoreKingswood U.S. CEO Derek Bruton is leaving the firm in June.
Read MoreTech companies led the way in office leasing in 2020, including new expansions and relocations, reports CBRE. Mortgage Professional America outlines why commercial real estate lenders should be learning about ESG standards. These are among today’s must reads from around the commercial real estate industry.
Read MoreThe timeline for integration remains unchanged, but advisors may not retain the service teams they're used to.
Read MoreThe average sale price of an apartment in the city was 1.2 percent above its October low, as vaccine rollout continued.
Read MoreWith a recovery coming sooner than many anticipated, there may be more capital chasing distressed assets than viable opportunities.
Read MoreA law firm is trying to attract more investors for a campaign against the CS Euroreal fund, which sold off its final two properties in 2019.
Read MoreBecause of the pandemic, this year's tax returns will be more complex than ever for many Americans.
Read MoreThe new due date for 2020 contributions applies to both traditional IRAs and Roth IRAs, as well as health savings accounts, Archer medical savings accounts (Archer MSAs) and Coverdell education savings accounts (Coverdell ESAs).
Read MoreEddie Welch, who will take over the company's WM business, was the co-founder and CEO of the Ala.-based RIA Welch Hornsby, which was added to Captrust last October.
Read MoreSiblings' agreement ran afoul of the spendthrift protections of their father's trust.
Read MoreThe actively managed ARK Space Exploration ETF (ARKX) tracks U.S. and global companies engaged in space exploration and innovation
Read MoreGuinness Atkinson Funds announced it had converted two of its mutual funds into the SmartETFs Dividend Builder (DIVS) and SmartETFs Asia Pacific Dividend Builder (ADIV).
Read MoreCurrent market conditions create a rare opportunity for deployment of preferred equity as a form of short-term recapitalization of commercial real estate assets.
Read MoreWhat makes a high net worth client “stick” to you like glue?
Read MoreWe're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact Us
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company
