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 …
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 …
Timing is everything: Mapping out clients’ 2025 charitable giving plans
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating …
Philanthropy: It’s a marathon, not a sprint
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your …
Cobb Community CONNECTION has officially LAUNCHED!
THE CONNECTION is a searchable, mappable online directory of non-profit organizations. It includes program information, volunteer opportunities and both financial and in-kind needs. Looking to volunteer with your children or a group from the office? Search THE CONNECTION. Have some …
2019 Cobb Community Impact Grant Applicants
We will be awarding a total of $100,000 in $5,000 to $10,000 increments for those programs our Selection Committee …
COLLEGIALITY AND COMMUNITY EVEN DURING THE HEAT OF TAX SEASON
At Moore Colson, culture is everything. The nationally-recognized and award-winning accounting and advisory firm describes their distinctive corporate-model culture with what they call their four pillars.
Character Client Service Collegial ConsultativeDuring tax season, you might think that the “collegial …
The Good Dog Fund
Bill Musial, President and Creative Director of Mopdog Creative + Strategy, and his wife Cheryl, wanted to start a family foundation to support intentional giving to non-profit organizations they are deeply passionate about. Also, they wanted an avenue for Cole …
COBB COMMUNITY FOUNDATION HITS THE REFRESH BUTTON
Cobb Community Foundation (CCF) has recently restated its vision, refined its mission, revised its logo and tagline and given a fresh new look to its communications channels and website to …
