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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
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. […]
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 […]
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
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may […]
Jul 11th, 2022 Advisors, Knowledge, Philanthropy
Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, and you’re ready to share the latest […]
Jun 16th, 2022 Advisors, Knowledge, Philanthropy
You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.