Roofstock’s Post

Thanks Dial Professional for your support of our work and mission! We continuously acknowledge and promote our Partners! To learn how to join the Leapfrog Partners Advisory Committee (PAC) palper@leapfrog-group.org or book a meeting with me using the link under my photo here on LinkedIn!

No matter the size of your agency, you deserve a case management solution that works for you. Introducing eProsecutor Online - where affordability meets quality. Designed for small to mid-sized agencies, eProsecutor Online is a powerful tool for improving collaboration and disposing more cases. We're excited to share more about what eProsecutor Online can do for you at upcoming conferences, including next week at the APAAC Annual Prosecutor Conference. If you're attending, stop by our booth and say hi!

The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes including lowering tax brackets, eliminating and reducing itemized deductions, revising AMT limits, and many other important provisions. Many of these are set to expire in 2026. Here's how you can be proactive and prepare: 1. Leverage Today's Lower Tax Brackets: Consider taking advantage of today's lower marginal income tax brackets with Roth conversions.   2. Multi-Year Charitable Giving: Consider mapping out a multi-year charitable giving plan to make sure you can benefit from the reductions coming to standard deductions as itemizing and higher tax brackets will be more tax-beneficial starting in 2026. 3. Prepare for Gift & Estate Tax Changes: The federal lifetime and gift tax exemption is scheduled to be reduced by up to 50% in 2026. Explore strategies to minimize potential estate tax burdens with these exemptions being reduced, such as accelerating gifting to family and consider establishing Single Life Annuity Trusts (SLATs) and Family Limited Partnerships prior to 2026. Need help knowing where to start? Schedule a free consultation with me: https://lnkd.in/d-f8QAD5 #cfp #certifiedfinancialplanner #taxlawchanges #taxplanning

If you're interested in serving on the board of a government body then I cordially invite you to join my colleague Edward and the incredible panellists for this session. See details below. Meanwhile I am super excited about our next health Insights session, with outstanding panellists. Watch this space! #NonExecutive #Board #Government #Governance

Like the board of any enterprise, the board of a private partnership exists to govern. But determining the value delivered by a private partnership board is far from easy

If you're wondering if your organization would benefit from this: it will

Information in a single hub. Keeping it simple, fast and easy.

CTPF has deployed a cloud-based system for providing access to public meeting agendas and information. Materials for today's 9:30 a.m. Board of Trustees meeting are available through the BoardDocs portal. https://bit.ly/2svnAJA

CMCAcorner.com is a blog that highlights the intersections of business, industry trends, continuing education, and professional development in community association management. Visit the blog today!

No matter whether you collaborate or compete with ZGF, read this! Great insights from an extraordinary leader. Look past the cliches highlighted in the article and read the depth, simplicity, clarity of Sharron’s vision.