50th Charitable Tax Seminar

Description

Learn. Network. Celebrate.

1:00 pm Registration
1:25 - 5:00 pm Seminar
5:00 - 6:00 pm Cocktail Reception

(kosher dietary laws observed)

May 19 for early registration

Cost: $125 by May 19, thereafter $150

Includes materials, certification, and post-seminar cocktail reception.

Approved for 3.50 general CLE hours by the Supreme Court of Ohio and 4.0 CE hours by the CFP Board. The Jewish Federation is approved by the Accountancy Board of Ohio. Application pending with the Ohio Board of Insurance.

Elaine Eisner, Chair, Professional Advisory Council
Abbie R. Pappas, Esq., Ulmer & Berne, Program Chair

Register Here:
https://www.eventbrite.com/e/50th-charitable-tax-seminar-tickets-617792733697?aff=websiteevent


Agenda

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

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

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

BREAK

Use It or Lose It – Income Tax Substantiation Requirements for Charitable Gifts
Jeremiah W. Doyle, Esq., Senior Vice President, BNY Mellon Wealth Management, Boston

Panel: Chasing the Sunset of the Tax Cut and Jobs Act of 2017
Susan L. Friedman, Esq., Kohrman Jackson & Krantz LLP
Jill K. Garvey, CPA, CFP®, Senior Vice President & Senior Wealth Strategist, Huntington Private Bank, Detroit
Gregory W. Holmgren, CLU, ChFC, New York Life, Wichita, Kansas