Cobb Community Foundation‘s President & CEO, Shari Martin, and Elizabeth Burdette, Director of Client Engagement for SignatureGENEROSITY at Signature FD, presented to a virtual audience of CPAs and financial and investment advisors Wednesday, November 5th about Weaving Charitable Giving Tips …
Year-end Charitable Giving Tips
Each of these options not only offers tax advantages but also can help you make a meaningful difference. Cobb Community Foundation (CCF) can help you customize a solution that works for you.
“There are so many ways to incorporate charitable …
QCDS – STILL AVAILABLE IN 2020 AND STILL A GOOD STRATEGY
As the coronavirus pandemic has raged on, we have seen devasting images of overwhelmed hospitals and long lines of cars at food banks. If you are fortunate enough to have money to spare, you might be thinking about how you …
Charitable Giving: How to Maximize the Effects and Benefits
Mark Abrams, Tax Partner and Real Estate Leader of Smith & Howard shares how to maximize the effects and benefits of charitable giving.
Giving to a charity is not only generous and needed but can bring significant tax deductions. Charitable …
Your Year-End Planning Checklist
Tripp Boyer, President of Boyer Wealth Management shares an end-of-2019 checklist to potentially reduce your tax bill this year and keep your financial goals moving forward.
Help keep yourself on the right financial path with a few key actions …
Not Ready to Completely Stop Working? Take the Off Ramp
Charlie Jordan of Brightworth shares how to take the off ramp when nearing retirement….
A very common statement I’ve heard from my clients over the years when discussing retirement goes something like this: “I don’t want to just stop working. …
Business Owners: Start Planning Now for the Sale of Your Business
Tim Agnew, CPA/PFS, CFP®, Managing Director of Smith & Howard Wealth Management shares how business owners should start planning now for the sale of their business.
Successful business owners are well aware of the importance of good time management. Daily …
Your IRA Distribution May Be Costing You More Than You Think
Many seniors are hearing the phrase “Qualified Charitable Distribution” or “QCD” from their accountants this time of year. The idea is, if you are over 70 ½, instead of taking your required distribution from your IRA and handling your charitable …
Estate Planning with IRAs
Estate planning attorney Patrick Gibbs warns, “Be careful out there.”
Whenever I meet with an estate planning client, before I get into the process of what should go into the client’s will, I want to go over some of the …
6 Tips to Get Your 2019 Financial House in Order
Lisa Brown of Brightworth shares how making a New Year’s “date” to talk finances can pay off all year long….
On New Year’s Day, my husband and I sit down at the kitchen table and map out our financial plan …
