46th Charitable Tax Seminar

Description

Please join us at the 46th Charitable Tax Seminar to help your clients live well today and plan for tomorrow.

The Charitable Tax Seminar, organized by the Federation’s Professional Advisory Council, is designed for attorneys, accountants, and financial and insurance professionals who advise their clients on estate planning, tax, and charitable issues.

Wednesday, June 6, 2018
7:30 am - Registration & Continental Breakfast
8:00 am - Program
12:30 – 1:15 pm - Lunch and Guest Speaker
(kosher dietary laws observed)

Jewish Federation of Cleveland
Jack, Joseph and Morton Mandel Building
25701 Science Park Drive, Cleveland

*Cost: $115.
There is a $25 cancellation fee after June 1.
Final day to register is May 29.

Pre-registration is now closed. Please contact Chris Sebrasky at csebrasky@jcfcleve.org or (216) 593-2860 for more information.

*Cost includes registration fee, materials, education credits, breakfast and lunch.

The Charitable Tax Seminar includes approximately 4.25 hours of presentations.

Summer and first year associates are invited to attend as our guests.

Space is limited!

Program Chair: Kimberly E. Stein, Esq., Partner, Schneider Smeltz Spieth Bell LLP

PROGRAM:
Stephen H. Hoffman, President, Jewish Federation of Cleveland
James A. Goldsmith, Esq., Partner, Ulmer & Berne LLP, Chair, Professional Advisory Council

Trustees Beware: The Fiduciary Exception to the Attorney Client Privilege and the Duty of Impartiality
Adam Fried, Shareholder, Esq., Reminger Co., LPA

I Can Defer My Required Minimum Distributions?
Elaine B. Eisner, Principal, Eisner Gohn Group

Getting Creative with Donor Advised Funds
Matthew A. Kaliff, Assistant Managing Director of Endowment Development, Jewish Federation of Cleveland

It’s Not the Currencies, It’s the Blockchain
Michael P. Heneghan, CFA, CAIA, Vice President and Senior Portfolio Manager, Bernstein Private Wealth Management, Chicago

To C or Not to C: A Look at the New Pass-Through Income Tax Deduction
Michael G. Riley, Esq., Member, McDonald Hopkins LLC

Transitioning Out of a Professional Practice
James G. Dickinson, Esq., Member, Cavitch, Familo & Durkin Co., L.P.A.

You Deferred the Taxes, Now Give It Away: Charitable Gifting with IRAs
John T. Welsh, Vice President, Wealth Strategy, BNY Mellon Wealth Management, Chicago

Lunch Presentation – Tax Reform: It Ain’t Over ‘til it’s Over - And Other Insights from Inside the Beltway
William C. Daroff, Senior Vice President for Public Policy and Director of the Washington Office, The Jewish Federations of North America, Washington, DC

The Jewish Federation of Cleveland wishes to thank the following sponsors for their generous support of the 46th Charitable Tax Seminar:
BNY Mellon Wealth Management
Boyd Watterson Asset Management
CIBC Private Wealth Management
Cohen & Co
Schneider Smeltz Spieth Bell LLC
Sequoia Financial Group