Venning Advisors

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Are you dithering about preparing your will? If you die without one, the state will make all of the calls on where your assets go, with potentially unhappy results. What Happens if You Die Without a Will? You Could Leave Heirs—and Pets—With Even More Grief. https://lnkd.in/efWMh7eF

We are hiring! https://lnkd.in/eKJYf4-k

A BIG University of Miami Herbert Business School Accounting Department THANK YOU to the 2024 Golf Classic Sponsors. You All ROCK!!! #AccountingScholarships #UMAccounting #MakeAccountingSexy #MAS

What the Trump and Harris Tax Plans Mean for Your Wallet https://lnkd.in/ejA3Vbxx

Anchored in Community means hosting a special game for kids and giving back by supporting the Big Brother Big Sisters Clothing Drive. Rhode Island FC with host several thousand kids from 15 community partner organizations at Saturdays game. #RhodeIslandEnergy #OceanState #WickedGoodSoccer #RIFC

Acadia Capital Group, in partnership with GreenMars, Inc., is excited to play a role in making home ownership more accessible. Non-concessionary impact investments like these bring modern, energy efficient and more affordable condos to Portland, supporting growing demand for the people who want to live and work in these communities.

As the potential lifetime tax exemption looms, clients often express to our advisors their concerns about how much and when to gift assets. From lack of accessibility to how a wealth transfer would impact the next generation, our Head of Planning Services, Alex Shapses, shares common strategies to alleviate these uncertainties and provide flexibility to implement changes without jeopardizing the gift. ___________________ Readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this post is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

In these challenging times the need for strong leadership in America has never been more critical. Our nation stands at a pivotal moment, facing complex domestic and global issues that demand a leader who unites us and strengthens the role our country plays for the safety of the world.   We have faced tough moments in the past, where leaders such as Presidents Lincoln, Truman, and Eisenhower guided us forward with common sense and pragmatism. Our best leaders strengthen the bonds that unite us. They address broader national interests without pandering to extremes. There are lessons from these leaders that our current candidates should embrace. Unity requires specific actions — actions I hope our next president will adopt. 1. Acknowledge Our Problems: We deserve a leader who explains our problems, encourages input from all sides, and shares plans and solutions. 2. Develop Policies that Reflect our Critical Place on the Globe: Policies should create equal opportunity, grow the economy, address national debt, maintain a strong military, control borders, strengthen social safety nets, and renew national pride while maintaining a smart, no-nonsense foreign policy. 3. Implement Smarter Policies: We need policies that provide protection, progress, and prosperity to all. 4. Build the Best Team: The president’s Cabinet and administration should reflect the entire nation, with expertise across the political spectrum. 5. Earn the Support of All Voters: Recognize that voters are different and have good reasons to think differently. Do not attack, instead engage. Like many of your families, my grandparents were immigrants who did not finish high school. They were drawn to the promise of this nation, which was then, and still is, the beacon of freedom for the world. I believe our nation is at a critical point in its 248-year history. We need to elect a president dedicated to the ideals that define and unite us, and who is committed to restoring our indispensable role in the world.

https://lnkd.in/eJH3budv “People who inherit retirement accounts have 10 years to take out the money, and most of them must take out a minimum amount each year, under rules the Internal Revenue Service finalized Thursday.”