Tax Changes Under the Tax Cuts and Jobs Act of 2017

02/19/2018

By: David R. Pash, Esq. and Edward E. Wollman, Esq. On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act of 2017 (the “TCJA of 2017” or the “TCJA”).   The TCJA is one of the largest overhauls of our federal tax code in years.  Some of the goals of the… Read the full story…

Laying the Groundwork for College Savings

02/16/2018

By Patrick Logue CFP® Prudent Financial Planning As you gaze lovingly into your infant’s eyes, it’s probably hard to imagine him or her heading off to college. Although that day may seem a long way off, it will arrive sooner than you think. To help your child get a head start to a secure future,… Read the full story…

Music to Learn By

02/16/2018

When Judy Evans, M.M.E., began teaching children to play the violin to improve their learning outcomes in 2008, it was the only program of its kind in the nation. A decade later, it has become a model for other communities across the nation and the United Arab Emirates. Evans, founder and director of MusicScores! Pre-K… Read the full story…

Charitable Lead Trusts: An Overlooked Gift & Estate Tool

02/16/2018

By Charles A. Kerwood III, CFP®, ChFC®, AEP® Partner/Waller Financial Planning Group, Inc. As a financial planner, it is important to be familiar with various tools that help our clients develop appropriate strategies to meet their lifestyle and legacy goals.  Most are familiar with giving cash, donating household items and gifting highly appreciated securities to their… Read the full story…

Collier Comes Together Disaster Relief Fund Receives over $2 Million in Commitments for Hurricane Irma Relief

02/01/2018

The Collier Comes Together Fund, held at the Community Foundation of Collier County in partnership with the United Way of Collier County, has received $2,079,858 in commitments to distribute to nonprofits for Hurricane Irma victims thanks to a $75,000 donation from Comcast in a surprise presentation to the Community Foundation Board of Trustees with Naples… Read the full story…

Women’s Foundation of Collier County to be Beneficiary of Waterside Shops 25th Anniversary Event

01/29/2018

Waterside Shops, the Gulf Coast’s premier shopping and dining destination, invites the community to benefit the Women’s Foundation of Collier County, a fund at the Community Foundation of Collier County, at the center’s 25th Anniversary celebration on Sunday, February 25, 2018. Throughout the day on February 25, 10% of all sales, up to $25,000, will… Read the full story…

Seeing Clearly Now – Thanks to SPOT Scanners and The Naples Lions Club

01/19/2018

An ambitious campaign to screen young Collier County children for lazy eye is catching the condition that causes blurred vision in hundreds, ensuring they can receive early treatment for more confident futures. Retired ophthalmologist Dr. Howard Freedman, who spearheaded the Amblyopia Elimination Project at the Naples Lions Club, estimates the screening program and its results… Read the full story…

Supporting Stewards of the Estuary

01/19/2018

The future of one of Collier County’s most valuable natural treasures—the Rookery Bay National Estuarine Research Reserve—will be in the caring hands and minds of tomorrow’s stewards. Thanks to a recent Community Foundation of Collier County grant to the nonprofit Friends of Rookery Bay, the magnitude of the vast ecosystem is already being instilled in… Read the full story…

A Gentleman Scholar

01/19/2018

Jason Francoeur and four like-minded friends elicited mused reactions at Lely High School when they pitched a new campus club: the Young Gentlemen’s Association. The posse of studious pals, who rose up through Cambridge and Advance Placement courses together, pitched the club during their senior year to teach underclassmen etiquette, including knotting a necktie and… Read the full story…

Impactful Giving is Alive and Well

01/19/2018

Charitable Giving Under the New Tax Act “Thankfully, under the new tax law (the Tax Cuts and Jobs Act) signed into law on December 22, 2017, by President Trump, there is good news for charitable-minded donors – The opportunities are now more prevalent for making a significant tax-favored gift to support your favorite charitable organizations.”… Read the full story…