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Join date: Feb 23, 2024
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Oct 2, 2024 ∙ 8 min
Tax laws and the great unknown, event tickets, and tips for client conversations
Greetings from the Community Foundation of West Georgia! As the end of the year draws closer, we’re looking forward to working with so...
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Sep 3, 2024 ∙ 7 min
Breaking through client procrastination, what's new with closely-held stock gifts, and tips to stay current
Greetings from the Community Foundation of West Georgia! The days are getting shorter! We’re already hearing from attorneys, CPAs, and...
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Aug 1, 2024 ∙ 7 min
Advising frugal clients, passing wealth to children, and steps to give real estate
Greetings from the Community Foundation of West Georgia! It’s hard to believe August is upon us. And that means the hectic fall season...
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