Koley Jessen P.C., L.L.O. Lauds Attorneys’ Accomplishments 2/13/18 02/13/18 12:05:51 PM
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|Koley Jessen P.C., L.L.O. Shareholder Earns
Chartered Advisor in Philanthropy DesignationKoley Jessen P.C., L.L.O. shareholder, James Tews, has earned the Chartered Advisor in Philanthropy (CAP®) designation from the Richard D. Irwin Graduate School of The American College. This unique year-long series provides advanced insight into the process of philanthropic planning and equips professional advisors with the knowledge and tools to help their clients achieve their charitable giving objectives while also helping them meet their estate planning and wealth management goals.
Program candidates are required to pass three graduate level classes. The curriculum addresses the advanced design, implementation and management of charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Upon his completion of the program in 2018, Tews joins Koley Jessen shareholders, Brandon Hamm and Alex Wolf, as one of 1,300 individuals in the United States to have been awarded the CAP® designation.
As a member of Koley Jessen’s Estate and Business Succession Planning Practice Group, James works with families to both develop comprehensive estate plans and to execute the directions set forth in these plans at the appropriate time. General areas of focus include preparing estate plan documents, both routine and complex probate and trust administration, planning to minimize death taxes, establishing and administering guardianships and conservatorships, Medicaid planning and, when necessary, litigation necessary to accomplish client goals.
For more information regarding Koley Jessen P.C., L.L.O. please visit the firm’s website at www.koleyjessen.com.
Bryan Slone Becomes President of
Nebraska Chamber of Commerce and IndustryBryan Slone, Of Counsel and Chair of the Tax Practice at Koley Jessen P.C., L.L.O., has been selected as the next President of the Nebraska Chamber of Commerce and Industry (“Chamber”).
Slone was selected by the Chamber Board after Barry Kennedy announced he would be retiring in June after 31 years at the Chamber, the last 19 as President. In his new role he will be responsible for planning, public policy leadership, membership and member relations, policy councils, chamber operations and financial management, as well as fostering relationships with public officials.
“While we will miss Bryan’s full-time presence in our office, we are excited to support him on his next journey as President of the Nebraska Chamber of Commerce and Industry,” says Mike Hupp, President of Koley Jessen. “Bryan has a passion for public policy and this position will provide him with opportunities to do great things for the state of Nebraska.”
Slone will begin his new position with the Chamber on or before May 1, 2018.
“It is extremely difficult for me to step away from private practice and client service, but I am able to do so with complete confidence in the talented team of tax attorneys I leave behind at Koley Jessen. My experience at the firm has been remarkable and I have the utmost appreciation and respect for my colleagues and friends at the firm who have and continue to support me,” says Slone. “As many people know, I have long had a passion for public policy matters, with a particular interest in economic development, regulatory reform and budget and tax policy. This new role with the Chamber will provide me this unique opportunity to work with Nebraska businesses in these increasingly important areas, and I couldn’t pass it up.”
“Bryan’s extensive experience in tax, accounting, law and public affairs will be a great asset to the Chamber,” says Hupp. “Nebraska businesses are fortunate to have him as the next leader of this important organization.”
Slone joined Koley Jessen in 2014 after his candidacy in the 2013 Nebraska governor’s race. Prior to that he was the Managing Partner of Deloitte’s Omaha office where he was responsible for leading and managing all aspects of the firm.