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Closely-Held Stock is Having a Moment

Closely-Held Stock is Having a Moment

Closely-Held Stock is Having a Moment Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation, if that is your...
How Much Is Enough?

How Much Is Enough?

How Much Is Enough How much is enough?? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions of dollars, or even hundreds of...

OCCF will be closed in observance of Christmas from Tuesday, Dec. 24 through Wednesday, Dec. 25.

We will reopen at 8:30 a.m. on Thursday, Dec. 26. Happy Holidays from all of us to you!

Scholarship applications close soon! 

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Due to inclement weather, OCCF is closed Wednesday, Feb. 12.

We will reopen at 8:30 a.m. on Thursday, Feb. 13. Please remain safe and warm.

OCCF will be closed in observance of Martin Luther King, Jr. Day on Monday, Jan. 20.

We will reopen at 8:30 a.m. on Tuesday, Jan. 21. Best wishes from all of us to you!

OCCF