Over the next few Professional Advisor emails, we’ll be sharing a few of the conversations and ideas we covered at our Professional Advisor Rooftop Sunset Social(opens in new tab) in August.
This month, we’re starting with Qualified Charitable Distributions (QCDs), …
For Bill and Ginger Dallas, generosity has never been about checking a box. It’s simply been part of how they’ve lived their lives. This year, …
On August 20, Cobb Community Foundation welcomed more than 60 attorneys, accountants and financial advisors to our Professional Advisor Rooftop Sunset Social at Comcast’s rooftop at The Battery. The evening offered plenty of opportunities for conversation and connection, along with …
At Cobb Community Foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your charitable clients.
Four recent articles highlight a common point: the …
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it’s an ideal time to revisit charitable …
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a …
In this article “Why Charitable Efforts Are the Advisor’s Edge in an AI-Driven World” appearing in Financial Advisor Magazine, the author suggests that charitable planning may become an increasingly significant way for advisors to differentiate themselves as artificial intelligence automates …
At Cobb Community Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community that improve the quality of life for everyone. In many …
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing …
Could some of your clients lower their tax bill while supporting the causes they care about?
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools …
