The following story originally appeared in Cobb Community Foundation’s 2023 Impact Report.
Melissa W. Gilbert, a member of GDCR’s Trust, Estate & Tax Section, attended Georgia State University College of Law and Florida State University.
Early in her career, Gilbert …
The following story originally appeared in Cobb Community Foundation’s 2022 Impact Report.
On September 19, we received word that one of our fundholders, Robert Neisler, had passed away. Mr. Neisler was originally a client of Morris Henderson, founding partner of …
The following story originally appeared in Cobb Community Foundation’s 2025 Impact Report.
Michael Sute began his career in 1996 with a large Southeast CPA firm before opening his own practice in Cobb County in 2009. A specialist in personal and …
The following story originally appeared in Cobb Community Foundation’s 2025 Impact Report.
Bill and Ginger Dallas have been giving through their donor advised fund at Cobb Community Foundation for more than ten years. Along the way, they’ve supported their church, …
Have your clients started asking questions about OBBA yet?
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients! …
This month’s article hits close to home, as we had our own near miss not long ago.
A recent example at Cobb Community Foundation involved a donor who contributed a vacation home to their donor advised fund. The donor followed …
Meet Venitia Smith of Genuine Parts Company. Below is a photo of her from a Habitat for Humanity Women’s Build project, you might recognize her—she’s often the one rallying volunteers. At Genuine Parts, Venitia has spent years connecting employees to …
We know that for professional advisors every client is unique — with distinct goals, financial situations, and life circumstances, which is why you tailor your guidance to each individual. To help you serve your clients even more effectively, we’ve put …
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss …
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found …
