WildEarth Guardians’ Post

This conference is a must-attend for estate planning professionals! (I’m talking attorneys, CPAs, financial planners, insurance professionals, trust officers, private fiduciaries, and philanthropic advisors!) Let me know in the comments that you will be there! #estateplanning #conference #financialplanning #financialadvisor #wealthmanagement #disneyland

Read how we help farmers navigate complex legal challenges to secure their business legacy. Our tailored approach ensures that every client’s future is protected. #BusinessSuccess #LegacyInAction https://lnkd.in/gPEzqW8C

Syndicated conservation easements (SCEs) have been under increased scrutiny by the IRS, and understanding the evolving regulations is critical for investors. Partners Jason Wiggam and Oliver "Judson" Mallory break down the complexities of SCEs and offer essential insights on mitigating legal risks in the Daily Report | ALM Read the full article to learn how to navigate these challenges and protect your investments: https://hubs.li/Q02PHc640 #TaxLaw #ConservationEasements #IRS #WiggamLaw #DailyReport

Join us…https://lnkd.in/g3Q-Yhhr Good Evening UCP Members, We have some exciting news to share that marks a significant milestone for our community! United Claims Professionals (UCP) has achieved 501(c)(6) tax-exempt status, enhancing our ability to serve you and the entire claims industry even more effectively. Enhanced Impact of Your Contributions While your membership fees and sponsorships have always been crucial in driving our mission, this new status bolsters our ability to advocate for fair and efficient practices within the claims industry and beyond. * Empowered Advocacy: Our 501(c)(6) status means we can now more assertively influence public policy and regulations that directly affect our industry and your daily operations, ensuring that your voice is heard where it matters most. * Sustained Educational and Networking Initiatives: We are dedicated to continuing the expansion of our educational programs and networking opportunities. These initiatives are designed to enhance your expertise and connect you with peers, fostering a community that supports professional growth and collaboration. Tax Deductibility of Membership Fees Your membership and sponsorship contributions are tax-deductible as a business expense. We encourage you to consult with your tax accountant to fully understand how this applies to your tax situation. Our Commitment to Growth As we celebrate this milestone, we are reminded of the strength and dedication of our members and sponsors, who have made this achievement possible. We’re proud of the progress we've made together in our first year, and we’re committed to using this new status to advance our shared goals in the future. Thank you for your continued support and commitment. Your involvement is pivotal as we strive to positively shape the industry and promote greater transparency, accountability, and equity in the claims process. Looking forward to an even brighter future together, Your Team at United Claims Professionals #publicadjuster #experiencematters #InsuranceClaims #InsuranceHeroes #claimsadjuster #Propertydamage #Insuranceadjuster #lossadjuster #homeinsurance #businessinsurance #insuranceadvice #stormdamage #disasterrecovery #insurancehelp #homeimprovement #homerepair #realestate #propertymanagement #homeowners #smallbusiness #relationshipsmatter #nationwide #appraisal #largeloss #wind #hail #smoke #wildfire #tornadao #hurriance #vandalism

Five New Year’s resolutions for wealthy families and their advisors - Lucy Birtwistle spoke to Canadian Family Offices following the publication of our Four Pillars of Capital report. Read more for insights: https://lnkd.in/eEUESQg3 #fourpillars #familygovernance #successionplanning

At Williams Jones, we’re proud of our rich history and supporting multi-generational families as they grow their wealth.   Director of Financial Planning Emily Ciotoli Smith, CFP® recently spoke with InvestmentNews about her role and planning for multi-generational families.    “What we’re also seeing in the next generation is they have small children, but they haven’t created a will. They have spouses who are earning or have a sizeable income, and they haven’t solved for income replacement on the life insurance side. They have charitable needs, but they’re not giving in the most tax efficient way,” she said.   Read the full article: https://lnkd.in/eGph3KeP   #FinancialPlanning #WealthManagement #Investing

Financial education programs are the cornerstone to a successful CRA program. ✔ In an EVERFI survey of CRA officers, 96% of respondents replied that financial education was part of their bank’s strategy. Download this white paper for guidance on how your bank can qualify, track, and fulfill CRA requirements with Blackbaud Corporate Impact Solutions ⬇

It’s an occurrence that’s all too common: one generation builds great wealth, only to see it dissipated by the descendants who, instead of stewarding their legacy, largely waste it. Milestone Money can help you begin building a system of governance that can both protect your family’s legacy and also empower its stewards to accomplish the primary goals. Learn more about what is involved: #wealthmanagement #familylegacy #succession

There are a number of different types of trusts, and understanding how they differ may help you choose the appropriate type to meet your financial needs. Learn about the different types of trusts and how such trusts and Western & Southern Life products can help meet your financial and estate needs: https://bit.ly/3vqK3LZ #EstatePlanning

What nonprofits need to know about the Corporate Transparency Act.