49th Charitable Tax Seminar

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. This year's seminar features lots of new and thought-provoking sessions! View the full program.

Continuing education credits will be available.

Both virtual and in-person options available

Cost: $100 by May 31, thereafter $120.

Includes materials, certification, breakfast, and refreshments.

This event has been approved for 3.5 hours of CLE/CE credit by The Supreme Court of Ohio Commission on Continuing Legal Education and the Certified Financial Planner Board of Standards. Application is pending with the Ohio Department of Insurance.

The Jewish Federation of Cleveland is registered with the Accountancy Board of Ohio.

Sessions

Investment Strategies for the Current Environment

George Mateyo, Chief Investment Officer, Key Private Bank, Cleveland

Current Tax Planning Issues

Robin L. Baum, CPA, Zinner & Co.

Charitable Gifts of Illiquid Assets

Corliss Taylor, JD, MBA, CTFA, Vice President, Trust Consultant, Raymond James, Chicago, IL

Confronting Cyber Threats: Cybersecurity from the FBI’s Perspective

Kevin M. Brown, Acting Supervisory Special Agent, FBI Cleveland Division - Cyber Criminal Squad

Data Security and Privacy Risks That Every Donor and Advisor Should Understand

Michael D. Stovsky, Esq. Partner and Chair, 3iP Group, Benesch, Friedlander, Coplan & Aronoff LLP

Planet or Profit: Fiduciary Duties and ESG Investing

Travis Allen, Senior Investment Strategist and National Managing Director, Wealth and Investment Strategies Group, Bernstein Private Wealth Management, Washington, DC

Jennifer B. Goode, JD, Director, Wealth and Investment Strategies Group, Bernstein Private Wealth Management, Washington, DC