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Same-Sex Marriage: More to Spend, More to Give

Same-Sex Marriage: More to Spend, More to Give

Now that DOMA is crumbling, married same-sex couples have some new opportunities to simplify their lives, reduce their taxes, and boost their incomes. There is still some unfinished business around whether or not same-sex couples will receive the full umbrella of federal recognition if they ...
The 5 Most Generous on Wall Street

The 5 Most Generous on Wall Street

In the summer of 2005,  I was sitting by a lake reading an issue of the Buddhist magazine, Shambhala Sun. Somewhere between the articles about mindfulness and equanimity, I stumbled across an ad for Abacus Wealth Partners. That same week, I saw Abacus mentioned in The 7 Stages of Money ...
3 Cool Ways to Give before 2013

3 Cool Ways to Give before 2013

I know, I know - yet another “year-end tips” article. But mine will be short and sweet. I promise. Here are my 3 favorite ways to have an awesome impact on someone else’s life. The only rub - you may need to act fast if you like the idea of paying less taxes. (more…)
The Charity Challenge (Part II)

The Charity Challenge (Part II)

My last post discussed charitable giving, and how to create a system for making the experience easier and more rewarding.  But how do we decide when our giving should be spontaneous (the "save our forests" volunteer at your front door), when it should be premeditated, and when to do ...
The Charity Challenge (Part I)

The Charity Challenge (Part I)

So there I was cruising the silent auction at the big gala to celebrate and raise money for the Los Angeles LGBT Center. Finally, a piece of art that actually, pardon the cliche, talked to me. At last, I would have some cool art on the blank space in my new living room. As I continued playing a