by WCF Intern | Apr 1, 2025
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake at least a basic level of financial planning to stay on track with retirement and other wealth-related goals...
by WCF Intern | Mar 28, 2025
Wayne County, IN — The Wayne County Foundation is proud to announce that Dr. David Jetmore is the recipient of the prestigious 2024 Charles A. Rodefeld Award, and Howard and Patty Lamson have been selected for the 2024 Ruth J. Wickemeyer Award. Both recipients are...
by WCF Intern | Mar 24, 2025
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Here’s a quick rundown of three things you need to know: Sunsetting provisions of the Tax Cuts and Jobs Act of 2017. The TCJA’s scheduled expiration at the end of 2025 will...
by WCF Intern | Mar 24, 2025
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. Most...
by WCF Intern | Mar 24, 2025
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in...
