Kentucky Society of CPAs’ Post

Did you know there are major benefits to planned gifts? From tax incentives to estate optimization and the opportunity to perpetuate your values, the advantages are vast. Your support not only makes a difference today but leaves a legacy of impact for generations to come. 😀 Reach out now to start the conversation ➡️ https://loom.ly/QjK6AgU #Planned #Giving #Support

Looking to boost your clients' tax efficiency and philanthropy? Read this quick list of five scenarios where a #DonorAdvisedFund (#DAF) can help financial advisors create smart, strategic giving options. Ren’s Kyle Christopherson, MBA, CFP®, shares his insights: https://bit.ly/3C6hdnf

Where can you find the information nuggets you need to guide clients to financial success? Ask to review their most recent #1040 to seize #yearendplanning opportunities. Caroline Brooks of John Hancock explains what to look for: https://bit.ly/3Z1x4vh #TaxPlanning #CharitableGiving #FinancialPlanning #FinancialAdvisors #CharitableGivingStrategies

🚨Voting is open SEPTEMBER 9-13!🚨 Don’t miss this opportunity to make your voice heard. Let’s put the moment where our mouth is… and VOTE for the future. I am eager and ready to take my love for – and demonstrated commitment to – CAOC to the next level by joining leadership as Financial Secretary, with your vote. For those who may not be familiar, Financial Secretary is part of the leadership ladder and constitutes a significant role on CAOC’s Executive Committee. I will inject new energy, fortifying CAOC’s future. As a trial attorney, firm founder, and mother (to an 11-month-old and a 4-year-old), I am a woman on a mission – a mission to take CAOC’s traditions to new heights and to protect our practice and the interests of the hardworking people we represent, California consumers. As an attorney raised in NorCal (Redding, Shasta County) and practicing in SoCal (Los Angeles) and throughout our state, I am invested in the future of our statewide community. I am prepared to bring my fresh perspectives and the energy to execute meaningful plans, backed by my proven leadership within CAOC (e.g., Board of Directors member; Executive Committee member (2023); NLD Chair (2022), NLD Board member (2017-2023); Committee member – Membership, Education; Contributor – President’s Club, Advocates Club; Fundraiser – PACs; and more). With gratitude and respect for prior and current leadership and staff, I am equipped with the momentum and passion to elevate my experience and use it for the greater good of our organization. I am also acutely in tune with the needs of our diverse membership – needs which so beautifully span across practice areas, firm size, geography, and demographics. If you know me, you know I care deeply about our membership and strengthening our relationships, both within and outside of our community. (And if we do not know each other yet, I want to know you!) ➡️ Cast your vote now if you haven’t already! 🙏 (Deactivating comments on this post in compliance with campaign rules — not because I don’t want to hear from you!)

We can all agree that helping others is one of the best feelings in the world. Check out these five simple ways you can give back and spread positivity from The Giving Back Fund founder and CEO, Marc Pollick: https://lnkd.in/eTwPf9qe

This article has a lot of great questions to ask before starting a nonprofit. If you get to step 4, hire a nonprofit lawyer to ensure your paperwork gets filed correctly. That is not a step you want to mess up! https://lnkd.in/gUkwkpFb

Financial success isn't just about personal gain—it's about creating a legacy of prosperity and generosity. David's 8-step approach to financial freedom offers a comprehensive roadmap, from budgeting basics to strategic investing and philanthropic giving. By following these principles, you're not just securing your own future, but potentially transforming your community. #FinancialLiteracy #WealthManagement This is not financial, tax, or legal advice. This is for educational and entertainment purposes only and may not apply to you. Contact your advisor for personalized advice.

Dear Friends and Family,   I am generally averse to asking people for money, so please accept this in the spirit in which it is sent.   Jamie Minacci has boldly decided to run for election as a Massachusetts State Representative for the Berkshire 3rd District. Jamie is devoting endless hours traveling across the District, attending local civic meetings, meeting and greeting voters at local town meetings, farmers' markets, little league tournaments and the like, to get out her message. And, her message is a good one. Jamie is a moderate Democrat, and, in brief, her agenda is focused on fostering economic development in our community so that local families can earn living wages, be able to afford comfortable housing, to properly educate their children, and have access to state-of-the-art healthcare without having to travel long distances,   I am proudly supporting this effort to the best of my ability. However, as we are learning, even a campaign at this level requires funding -- advertisements, flyers, sidewalk signs, mailings, websites and all the other promotional materials necessary to support a campaign are expensive. And, Jamie and I are limited by campaign finance rules in the amount of funds that we personally can contribute. Therefore, we must turn to others, including our families, friends and neighbors, and ask them to contribute.     If you are so inclined, and we are grateful if you are, you can Google ActBlue or go to secure.actblue.com and enter Jamie Minacci in the “Find Candidate” box. This will lead you to a secure page where you can make a contribution to this effort. If you prefer, you can also send a check payable to The Minacci Committee to me, Thomas Manisero, at P.O. Box 1671, Stockbridge, MA 01262. Contributions can be made by any U.S. citizen; you DO NOT need to be resident in the District or registered to vote, but the funds must come from your personal (not business) account, and the limit is $1,000 per person.   Thank you for considering this request, and "Go Jamie!"   Tom Manisero

This article has a lot of great questions to ask before starting a nonprofit. If you get to step 4, hire a nonprofit lawyer to ensure your paperwork gets filed correctly. That is not a step you want to mess up! https://lnkd.in/g_wTu_Rb

It's time for the Professional Pack challenge on Day of Giving! Just follow these simple steps to help #NCStateWilson win some extra funds! 1. Post a photo of you and your Professional Pack on your public LinkedIn account between now and 5 p.m. 2. Tag us and North Carolina State University 3. Use #GivingPack