CONSTRUCTION ANGELS, INC’s Post

A crazy entrance into October... Greenville is on its way to recovering from the storm and we have a couple of things planned for later in the month to share! From a CPA firm standpoint, two important updates: One, the IRS has extended the deadline for 2023 taxes, but we are planning to continue work on our clients' returns as we are able to finish up and start tax planning. https://lnkd.in/eAaFqkVc Two, we are hosting an additional webinar for BOI reporting. Two state accounting associations have filed for an extension on the BOI deadline, so we will keep everyone updated on that front! https://lnkd.in/eS3efRxQ Finally, wanted to continue to share resources for those affected by Hurricane Helene. Our neighbors in Western NC were really hit hard, so including some resources for donations that will reach them. Donations/Volunteer Opportunities: https://lnkd.in/eZhxNudb https://lnkd.in/equMZN2V

worth your investment!

BLOG: THE POWER OF TRUSTS Creating a will is a great start, but have you explored the power of trusts? In our latest blog, we dive into how trusts can elevate your estate plan by offering probate avoidance, flexibility, asset protection, tax savings, and even opportunities for charitable giving. Take your Plan to the next level! Read the full blog here and contact the attorneys at Pierro, Connor & Strauss today. https://rb.gy/rva4ab

The recent tornado in our Evansville area community has left a profound mark. With over $2.44 million in damages - not accounting for the significant agricultural losses – recovery seems overwhelming. You can help support our friends and neighbors by making a monetary contribution. Donations can be made: 1. 𝙄𝙣 𝙋𝙚𝙧𝙨𝙤𝙣: Lake Ridge Bank locations; Payable to ‘February Tornado Recovery’ 2. 𝙈𝙖𝙞𝙡: Lake Ridge Bank, P.O. Box 409, Evansville, WI 53536 (Payable to: ‘February Tornado Recovery’) 3. 𝙂𝙤 𝙁𝙪𝙣𝙙 𝙈𝙚: 'February Tornado Recovery' (https://gofund.me/f69e9dd5) 4. 𝙑𝙚𝙣𝙢𝙤: @FebruaryTornado ( https://lnkd.in/gS_W8ZrX ) -𝘗𝘭𝘦𝘢𝘴𝘦 𝘣𝘦 𝘤𝘢𝘶𝘵𝘪𝘰𝘶𝘴 𝘰𝘧 𝘯𝘰𝘯-𝘤𝘳𝘦𝘥𝘪𝘣𝘭𝘦 𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘴𝘦𝘱𝘢𝘳𝘢𝘵𝘦 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘰𝘯𝘦𝘴 𝘭𝘪𝘴𝘵𝘦𝘥.- Together, we can help rebuild and recover. #FebruaryTornado #RecoveryDonations #EvansvilleCommunity #GoFarGoTogether #LakeRidgeBank

Something to think about

What difference does real financial planning make? This story brings to life a point I’ve often tried making to friends who have advisers but still seem worried how life choices could affect their finances. 🙊 This case was about how an older person felt able to donate money and find meaning in that, because of financial planning. 🙉 It’s also a fun story about the monkey that escaped from the zoo in Scotland! 🙈 ‘Financial planning is not just pension pots and tax savings…It can even save a famous monkey’s life.’ #monkeybusiness #financialplanning #financialadvice

In the Wake of Devastation, Our Humanity Shines Brighter Hurricane Helene has caused unimaginable devastation, with over 160 lives lost and countless people displaced, left struggling to meet their basic needs. The heartbreaking images of destruction are difficult to see, but they also awaken a deep sense of responsibility within us to take action. As a dedicated member of the San Francisco Rotary Club, I have seen the remarkable impact that collective action can achieve. Just yesterday, we raised over $5,000 to provide critical relief, but this is only the start; the need is overwhelming, and our work is far from finished. Here is how you can make a difference. Whether you can give a little or a lot, every contribution matters. Your generosity will transcend a mere donation; it will be a lifeline, restoring shattered lives, rekindling hope, and reminding those affected that they are not forgotten. 💙 Donate today to make a lasting impact: https://lnkd.in/eZDnqEe5 Select: Designated to a specific project or purpose Enter: HURRICANE RELIEF In moments like these, we prove that together, we are unstoppable. Let us continue to show the true meaning of community. #PhilanthropyInAction #HurricaneRelief #StrongerTogether #ServiceAboveSelf #HopeRestored #CommunityResilience #Rotary #SanFranciscoGives #HurricaneHelene

Estate planning is a critical part of wealth management and legacy planning. Anyone developing their estate plan should consider incorporating trusts—or legal arrangements that hold assets on behalf of your beneficiaries. There are many types of trusts (such as spousal lifetime access trusts and charitable remainder trusts), and the person setting up a trust can dictate precisely how and when beneficiaries receive the assets in the trust. Trusts can provide tax advantages and help you to avoid probate (the courts distributing your assets) after your death. If you have any questions about estate planning, reach out to our office to learn more. #estateplanning #wealthmanagement #financialplanning

Each week this month we are discussing different elements of establishing an estate plan. Last week we covered wills and this week we will take a look at trusts. Trusts are legal arrangements that hold assets on behalf of your beneficiaries. There are many types of trusts (such as spousal lifetime access trusts and charitable remainder trusts), and the person setting up a trust can dictate precisely how and when beneficiaries receive the assets in the trust. Trusts can provide tax advantages and help you to avoid probate (the courts distributing your assets) after your death. If you have any questions about estate planning, reach out to our office to learn more. #estateplanning #wealthmanagement #financialplanning