Amy O'Connor Anthony Capobianco Community Foundation

Give More – Tax Free- From Your IRA Before December 31!

This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for the Greater Capital Region through the Professional Advisors Steering Committee.  Take advantage of the recent tax legislation which extends a giving opportunity – Qualified Charitable Distributions…

Amy O'Connor Anthony Capobianco Community Foundation

Gifts of Appreciated Stock

This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to the Community Foundation for the Greater Capital Region through the Professional Advisors Steering Committee.  It has been a very good year for stock investors. Most of the major stock…