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! …
Recent Tax Rulings Remind Us How Easily Charitable Deductions Can Be Disallowed
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 …
Legacy Giving, Simplified
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 …
Professional Advisor Rooftop Sunset Social Recap.
On September 25, Cobb Community Foundation welcomed more than 50 of Cobb’s leading attorneys, accountants, and financial advisors for an inspiring evening of insights, networking, and charitable giving—set against a stunning rooftop sunset at the Comcast building. This exclusive gathering …
Three clients. Three solutions.
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 …
Start with numbers: A case study for charitable clients
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 …
Floor to ceiling: Four factors that will influence corporate giving now and later
At Cobb Community Foundation, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. In many cases, corporate giving strategies include donating to local charities, whether …
Tongue twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing …
One Big Beautiful Bill Act: Three big picture pointers
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill Act became law on July 4, 2025. It’s an understandable …
Gifts of artwork: Worth a look, but be careful
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 …
