Hello from the Community Foundation of West Georgia! Although summer isn't quite over yet, many attorneys, CPAs, and financial advisors are already thinking ahead to year-end planning. That’s smart, especially where charitable giving is concerned. Now is an ideal time to revisit key strategies with your clients, especially as the One Big Beautiful Bill Act continues to influence tax planning. The Community Foundation of West Georgia is honored to be your first call when matters of charitable...

Hello from the Community Foundation of West Georgia! It’s an eventful summer already, with lots going on in the markets! The summertime pace may change for attorneys, CPAs, and financial advisors while clients are on vacation and shifting their schedules—but you may be busier than ever as you address real-time opportunities and gear up for fall transactions and year-end planning. As always, the Community Foundation of West Georgia is here to help as you build charitable plans for your...

Greetings! At the Community Foundation of West Georgia, we’re honored to work alongside attorneys, CPAs, and financial advisors who help clients turn charitable intentions into meaningful impact. Whether you’re navigating clients’ complex life events, exploring advanced planning strategies, or responding to changes in the tax landscape, your role is critical in shaping outcomes that benefit both your clients and the community. This month, we’re taking a closer look at three topics that may...