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The Advisor
The Advisor Electronic Monthly Newsletter is an exclusive service offered to licensed professionals practicing charitable estate planning in the greater Omaha area. It is a 4-page electronic newsletter that is sent monthly to attorneys, accountants, trust officers, life underwriters, financial planners, and others in the field. The newsletter provides valuable insight to professionals who may be in a position to help their clients consider important current or deferred gifts to the Omaha Community Foundaiton.
The Advisor covers new developments related to charitable giving, as well as income tax and combined gift and estate tax planning. In each issue you will find an estate planner's tip, a series of concise reports on cases, rulings, and legislation in the fields of estate and financial planning, and new developments in charitable gift planning.
To begin your free subscription to The Advisor, please fill out the registration form. | |
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