2023 Charitable Tax Seminar - Presentation Materials

Presentation Materials

Presenters have made the following materials available to attendees:

Distributions from Retirement Accounts: The New Rules
Prof. Christopher R. Hoyt, Univ. of Missouri (Kansas City) School of Law

Distributions from Retirement Accounts
Required Distribution Rules After Enactment of the Secure Act

Planning with Purpose
Nina L. Cohen, JD, CAP®, Director of Equity & Inclusion, Glenmede, Philadelphia
Kenneth E. Spruill, Jr., CAP®, Director of Center for Family Philanthropy and Wealth Education Glenmede, Pittsburgh

Planning with Purpose

Working with the Ohio Attorney General on Charitable Matters
Abigail A.K. Jacobs, Principal Assistant Attorney General, Charitable Law Section, Office of Ohio Attorney General Dave Yost

Working with the Ohio Attorney General on Charitable Matters