Ivan Allen Circle News
02-06-2020 · Tocqueville Society · Tocqueville Women United · Ivan Allen Circle · Legacy Leaders
Have you thought about your legacy lately?
For those who have already created them, an annual review of your will and estate plans helps protect the people you care about most. Any one of these events could trigger the need to revise your estate plan by adjusting your will,…
01-07-2020 · Tocqueville Society · Legacy Leaders · Cole Society · Cole Women United · Tocqueville Women United · Ivan Allen Circle
Will the new retirement legislation affect you?
You may be aware that at age 70.5, taxpayers were required to take taxable withdrawals or Required Minimum Distributions (RMD) from their retirement savings accounts. To reduce the tax burden of RMDs, gifts can be made to charities like United Way directly…
01-31-2019 · Tocqueville Society · Tocqueville Women United · Ivan Allen Circle
Event Recap: Tocqueville Society New Member Social
On January 24, 2019, we were pleased to celebrate the new year by welcoming our new Tocqueville Society members. Thank you to all who attended! United Way of Greater Atlanta’s Tocqueville Society, the largest Tocqueville Society in the United States, is a…
11-27-2018 · Cole Society · Cole Women United · Tocqueville Society · Tocqueville Women United · Ivan Allen Circle · Legacy Leaders
Year-End Giving for 2018
The Tax Cuts and Jobs Act legislated tax changes which may affect your charitable giving plans. The standard deduction has increased to $24,000 per couple and state and local taxes are capped at $10,000. Therefore, if you used to itemize, total deductions…
11-08-2018 · Tocqueville Society · Tocqueville Women United · Ivan Allen Circle
Event Recap: 2018 Tocqueville Recognition Reception
On October 17th, society members gathered at the Cherokee Town Club for our annual Tocqueville Recognition Reception. During the award ceremony, we discovered unexpected reasons to be thankful. The Tocqueville Society Award was granted to Mike and Susan Petrik. Each year this award is presented to a member…
