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Hancock/Dana

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Hancock/Dana

Advice that counts.

10/26/2026

3 Tax Planning Moves to Consider Before December 31

As we enter the final months of 2026, there is still time to make decisions that could positively impact your tax situation.

Here are 3 strategies worth reviewing:
1. Tax-Loss Harvesting: Review your investment portfolio for opportunities to offset capital gains with investment losses.
2. Strategic IRA Distributions: A lower-income year could present an opportunity to take additional IRA distributions or complete a Roth conversion while managing your marginal tax bracket.
3. New Charitable Deduction: Beginning in 2026, taxpayers claiming the standard deduction may deduct up to $1,000 in qualifying cash charitable contributions ($2,000 for married couples filing jointly).

The goal isn't always to pay the least amount of tax this year. Sometimes the best strategy involves making decisions today that reduce taxes over your lifetime.

A little planning before December 31 can make a meaningful difference.

If you haven't reviewed your year-end tax strategy, now is a great time to have that conversation.

10/15/2026

Tax season is for reporting what happened. Year-end planning is about influencing that reporting.

For business owners, there is still time to make decisions that could meaningfully impact the business and your 2026 tax position.

Three areas to review now:
✓ Get your bookkeeping current, so you know where you stand
✓ Evaluate equipment purchases and other business decisions
✓ Review year-end PTET requirements

The key is to start early. Many of the best planning strategies require action before December 31, not when the tax return is prepared next spring.

At Hancock/Dana, we believe good tax planning starts with a conversation before the decisions are made.

Let's start that conversation now.

10/09/2026

🌟 EMPLOYEE SPOTLIGHT: RUBY LENZEN 🌟

Meet Ruby Lenzen, one of our Tax Associates here at Hancock/Dana! 👋

Originally from Minneapolis, Minnesota, Ruby graduated from the University of Nebraska–Lincoln, where she studied accounting, international business, and management. She joined our team as an intern in December 2024 and officially transitioned into a full-time role in June 2026!

What does Ruby love most about working at H/D?
"The people I work with and the people I work for! There is such an eagerness and willingness to serve others!"

🌸 Outside the office, Ruby enjoys going on walks, line dancing, listening to music, making floral arrangements, and watching movies. She also spent six months living in Galway, Ireland, and volunteers at a confidence-building camp for middle schoolers every summer!☕

A few more fun facts about Ruby:
• Her go-to drink is a hot chai latte!
• Since moving to Omaha, she's enjoyed exploring Lake Zorinsky.
• If she could have any superpower, she'd choose teleportation so she could visit friends and family around the world!

We're so happy to have Ruby on Team H/D!

09/24/2026

We had a blast at our annual golf outing on Monday! ⛳️ Congratulations to our winners: Sean Mullen, Connor Mullen, Taylor Gerdes, and Brandon Blum!

Special thanks to The Pines Country Club for hosting us again this year. We appreciate all you do to make this event such a success!

09/21/2026

Our office will be closing at noon today for a company golf outing! ⛳️

08/21/2026

Yesterday morning, 10 members of the Hancock/Dana team stepped away from the office to spend some time giving back at Food Bank for the Heartland! 🧡

Together, our team packed 7,167 meals for the Food Bank’s Backpack Program, which helps provide meals to children and families in our community.

Our crew came back to the office feeling fulfilled, energized, and already excited for the next opportunity to give back. We’re grateful to work alongside people who are always willing to roll up their sleeves and make a difference!

Thank you, Food Bank for the Heartland, for having us! 🫶

07/30/2026

Our office will be closing at 4:00 today for a staff event. Thank you for understanding!

07/01/2026

Our office will be closed Thursday, July 2, and Friday, July 3, so our team can enjoy an extended Independence Day weekend with family and friends. We hope you have a safe, relaxing, and happy Fourth of July! 🇺🇸 We'll be back in the office Monday, July 6.

05/29/2026

☀️ Summer Hours Are Here! ☀️

Beginning today, Hancock Dana will be closing at noon on Fridays through September 4th.

Our team will continue to be available during normal business hours Monday through Thursday, and until noon each Friday.

Thank you for your understanding and continued support. We hope everyone enjoys a safe, relaxing, and sunshine-filled summer! 😎

05/21/2026

In observance of Memorial Day, our office will be closed Friday, May 22, through Monday, May 25.

We honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

Our office will reopen on Tuesday, May 27. Have a great and safe weekend!

Address

12829 W Dodge Road, Ste 100
Omaha, NE
68154

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 1pm

Website

http://www.hancockdana.com/

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