Thursday, October 10, 2013
Thursday, April 5, 2012
Monday, April 18, 2011
News Release: Professional Advisors
For Immediate Release
Contact: Kami Barron
kami@rrcommunityfoundation.org, 512.514.0046, www.rrcommunityfoundation.org
Professional Advisors Council Formed
The newly formed Professional Advisors Council will focus on making more philanthropic dollars available to the community.
Rick Akins of Akins, Nowlin & Prewitt LLP, a member of the Council, worked with the Greater Round Rock Foundation referring one of his clients and leading to a bequest worth more than five million dollars.
The Council, comprised of estate planning, financial and investment professionals, will assist the Greater Round Rock Community Foundation in increasing it’s focus on planned charitable giving, as well as providing leadership in promoting future charitable gifts to community needs. It is the Greater Round Rock Community Foundation’s belief that regular and consistent emphasis on planned charitable giving will result in significant future financial support for charitable causes in our communities.
Bruce Bessner serves as Chair of the Professional Advisors Council. "The Professional Advisors Council will help increase the awareness of the principles of stewardship in our community. This Council will create opportunities for education and guidance in legacy planning."
Members include:
Rick Akins; Akins, Nowlin & Prewitt, LLP
Bruce Bessner; Chisholm Trail Financial
Connie Bradley; Maxwell, Locke and Ritter
John Jefferson; Merrill Lynch Wealth Management
Frank Leffingwell; Leffingwell & Associates, P.C.
Florine (Flo) Parker; Fjorje & Parker CPAs
Jason Rammell; Sheets & Crossfield, P.C.
Membership is exclusive to professionals who have worked closely with the Community Foundation. Members of the Community Foundation’s Professional Advisors Council will share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with clients. The Council also advises the Community Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to their clients. As a result, they will help connect donor visions with community needs.
Through the Council, professional advisors attend education sessions, receive legislative updates and are featured in the Foundation’s publications and website. These are just some of the ways Professional Advisors Council members will assist the Greater Round Rock Community Foundation and local nonprofit causes in their role to build a stronger community.
###
Friday, April 15, 2011
RR Professional Advisors Luncheon May 4th
Lunch and CE Credit on Us
Join us Wednesday May 4th, 11:30am for a "lunch and learn" at the Round Rock Chamber of Commerce board room. Bob Wiewel of the Wiewel Law Firm will share a presentation: "Charitable Gift Planning and your role as a Professional Advisor" . Please RSVP so we can order a lunch for you.
About Brad:
Brad enjoys sharing his legal knowledge with the public. He currently teaches in the University of Texas CFP® training program, and has taught continuing education classes to CPAs at St. Edward's University. He also conducts education programs for financial service and insurance professionals. In addition, Brad has been a featured legal columnist for the Austin American-Statesman.
Read more about Brad...
Thursday, February 10, 2011
Send us your event info!
To local nonprofits: Send us info regarding your upcoming events and we will post them on our website!
http://myemail.constantcontact.com/Send-us-your-event-information-.html?soid=1104362210018&aid=6Tg4Fz3QrXU
http://myemail.constantcontact.com/Send-us-your-event-information-.html?soid=1104362210018&aid=6Tg4Fz3QrXU
Tuesday, February 8, 2011
Friday, December 3, 2010
Year End Tax Planning Tips
I want to share with you something of significant importance: Donations contributed this year could produce a much bigger tax-saving benefit than if you donate the same amount next year. It’s a win-win situation that many people do not know about, but I want to be sure you do.
For years, higher-income taxpayers have worried about their itemized deductions and personal exemption write-offs being phased out. Consequently, they haven’t received the full benefit of the most popular itemized deductions such as mortgage interest, state and local taxes, charitable contributions, and miscellaneous deductions. Thankfully, these “phase-out” rules have been getting phased out since 2006 as part of the “Bush tax cuts.”
The good news: For 2010, the phase-out rules are gone.
The bad news: It’s only a one-year reprieve. The rules are scheduled to reappear in 2011 as the Bush tax cuts expire.
This one year repeal could mean tax savings for you. For 2010, you may actually be able to write off all of your itemized deductions and personal exemptions.*
My wife and I set up the Nancy and Nyle Maxwell Family Fund at the Greater Round Rock Community Foundation and are very pleased with that decision. Through the Foundation, you can set up your own donor advised fund now, receive a charitable deduction now, and then work with the staff to choose what charitable causes to support on your own time.
I urge you to take advantage of this substantial opportunity and make your donations by midnight December 31st, 2010.
*Please talk with your tax advisor who will have more information about how this opportunity could benefit you personally.
I or Kami Barron, the Executive Director, are available to help you set up your own fund or answer questions today. The process is very simple and requires very little of your time.
T. Nyle Maxwell
Chair, Board of Governors
512.632.2495
nmaxwell@nylemaxwell.com
512.632.2495
nmaxwell@nylemaxwell.com
Wednesday, November 10, 2010
Wednesday, October 6, 2010
Friday, October 1, 2010
Subscribe to:
Posts (Atom)
Posts
