Cobb Community Foundation Brings Professional Advisors Together for Evening of … – Cobb Courier

Photo above: Speakers Rick Bennett, Tony Turner, Susan Tillery, Shari Martin, Terri Munro, Peter Stathopoulos, and Professional Advisor Network Chair, Todd McMullen The Cobb Community Foundation distributed the following news release about its Professional Advisor Rooftop Sunset Social: More than 60 attorneys, accountants, and financial advisors gathered August 20 for Cobb Community Foundation’s Professional Advisor Rooftop Sunset Social, an evening designed to strengthen connections among Cobb’s professional advisor community while sharing practical strategies for charitable giving — all with a stunning sunset view. Held at the Comcast rooftop at The Battery, the event brought together members of CCF’s Professional Advisor Network (PAN) for conversation, networking and a fast-paced program focused on four timely charitable giving strategies. The program featured insights from Rick Bennett of Bennett Thrasher, Terri Munro of Waverly Advisors, Susan Tillery of Paraklete Financial, Peter Stathopoulos of Bennett Thrasher and Tony Turner of Cohen Pollock Merlin Turner. The speakers shared practical ideas advisors can use to help clients make thoughtful, tax-smart charitable giving decisions. Topics included how a Qualified Charitable Distribution (QCD) can turn a required retirement distribution into a tax-efficient charitable gift, how Donor Advised Funds (DAFs) can help clients build acharitable legacywhile keeping flexible options for the future, the “best kept secret” of employer childcare tax credits and how
Read More