Free

Current Issues in Charitable Giving Luncheon

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Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Event description

Description

Prairie Trust™ invites you to a complimentary luncheon webinar on the Current Issues in Charitable Giving.

This two-hour Briefing reviews the important developments in charitable planning tax strategies, in particular the impact of changes in the 2017 tax act. Discussion highlights include:

- Impact of the 2017 Act tax rate changes and the higher standard deduction
- New limits on certain charitable gifts
- New excise taxes for charitable organizations
- Update of the regulations on substantiation of charitable gifts and strict enforcement of the substantiation rules
- Charitable planning in light of the higher estate tax exclusion
- Recent case law on conservation easements
- Possible new rules for Donor Advised Funds

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

To reserve your seat, please RSVP by Tuesday, March 5.

***

Continuing Education:

Attendees may receive up to 2.0 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.5 CTFA and 2.5 CISP continuing education credits for the live program and the recording.

The Certified Financial Planners Board has approved this briefing/webinar for 2.0 continuing education credits. Recordings are not eligible for CFP credits.

This group-live event is eligible for 2.0 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.

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Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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