Youth in the foster care system and those who have aged out of the system face a higher rate of negative life outcomes than their peers. They are more likely […]
Mar 6th, 2024
Knowledge, News, Nonprofits, Stories
Clients coming to you at the end of the year want to ensure they are in the best possible financial situation heading into tax season. This proactive approach not only […]
Nov 28th, 2023
Advisors, Knowledge, Philanthropy
Know which type of asset donation will do the most good in the community and provide you with the biggest tax benefit. There is still time to plan for your […]
Nov 10th, 2023
Advisors, Donors, Knowledge
Although a Donor Advised Fund, which is becoming a more and more popular charitable planning tool, can be established through a national financial institution, the Omaha Community Foundation offers fundholders […]
Oct 18th, 2023
Knowledge
Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]
Jul 18th, 2023
Advisors, Knowledge
The IRS is investing upwards of $47 billion toward enforcement efforts, an amount that towers over the next-largest item on its spending plan, which is just over $12 billion slated […]
May 12th, 2023
Advisors, Knowledge, Philanthropy
Both the recent one-year anniversary of the start of the war in Ukraine and the devastating earthquake in Turkey and Syria have spurred many people to explore ways they can […]
Mar 16th, 2023
Advisors, Knowledge
Given that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has […]
Aug 18th, 2022
Advisors, Knowledge, Philanthropy
On August 16, 2022, President Biden signed into law the Inflation Reduction Act. A few tax provisions made it into the final legislation (e.g., a corporate minimum alternative tax). Other items […]
Aug 18th, 2022
Advisors, Knowledge, News, Philanthropy
August is national “Make a Will” Month, which may prompt your clients to ask whether their affairs are in order. Of course, making sure a client has established an estate […]
Aug 18th, 2022
Advisors, Knowledge, News, Philanthropy