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Professional Advisor's Event: Charitable Strategies to Address Your Client's Income Tax Problems

Southwest Autism Research & Resource Center

Wednesday, October 25, 2017 from 3:45 PM to 6:30 PM (MST)

Professional Advisor's Event: Charitable Strategies to...

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Oct 25, 2017 Free  
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Event Details

CE Credit - SpiritsTasting & Light Fare

Be a Hero! Charitable strategies to address your client's income tax problems

Free Professional Advisors Education & Spirits Tasting Social

 Learn charitable strategies to help your clients avoid income taxes after the sale of real estate, a business or other assets.  Discover how to turn appreciated assets into a retirement income stream.

Presented by:

Jonathan Morrison, Senior Partner, Frazer Ryan Goldberg & Arnold, LLP

Randy Huston, CFP, Vice President, Yellowstone Trust Administration

 

Wednesday, October 25, 2017:

3:45 p.m. – Registration

4:00 p.m. - Program (CE Credit)

5:30-6:30 p.m. – Spirits Tasting

 

Location:

SARRC's Sybil B. Harrington Campus for Exceptional Children

300 N 18th St (18th St and Van Buren)

Phoenix, AZ 85006

 

Speaker Bios:

Jonathon Morrison

Jonathon Morrison is a Senior Partner at Frazer Ryan Goldberg & Arnold, LLP.  He is a licensed attorney in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in California.

Jonathon’s background as a Silicon Valley tax and estate planning attorney sets him apart from the majority of estate planners across the country. In addition to preparing basic wills and trusts and handling probate and trust administration matters, Jonathon is recognized in Arizona and California for designing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and/or creditor protection.

Jonathon and his California-licensed partners also represent clients and serve as co-counsel to attorneys with respect to California-specific matters, including California “Proposition 13” real property tax, California real property transfers, California probate and trust administration, and California income tax issues.

Randy Huston, CFP

Randy Huston serves as Executive Vice President for Yellowstone Trust Administration. Randy is a Certified Financial Planner ® with expertise in charitable estate planning. He has a master’s degree in social science and has been a real estate broker. Randy has worked in the financial services field for 29 years. An estate problem solver, he has helped hundreds of families meet their estate planning goals through a wide variety of trust and other tax-saving techniques.

 

Organizer:

Southwest Autism Research & Resource Center's Planned Giving Professional Advisory Council

Victoria Ames – ARTEMiS Law Firm, PLLC

Tom Batson – Wells Fargo Advisors, LLC

Kathy Bosco – SARRC Grandparent Group leader

Nathan Buckles – SilverTree Special Needs Planning

Allyson Neary Califano – Plattner, Schneidman, Schneider & Jeffries

Chadwick L. Campbell, JD – Cohn Financial Group

Andrea Claus – Morris Hall P.L.L.C.

William Dolan, JD – US Bank

Russ Goldstein – U.S. Trust – Bank of America

Meighan Harahan – Waterfront Financial, LLC

Tiffany T. House – MasterTech Financial Advisors - AZ

Randy Huston, CFP – Yellowstone Trust Administration

Lindsey Jackson – BMO Private Bank

Cathy Knapp – Fraser Ryan Goldberg & Arnold

Edwin Knight – A New Leaf, Inc.

Robin Cochran Kruger – Attorney

Kimberly Kur, JD – Arizona Community Foundation

Barbara Larson – RSM US, LLP

Lori Lashley – The Families Advocate, LLC

Peter Liefer – ValuesQuest, Inc.

Barbara Loutos – Loutos Consulting

Denise McClintic – Wells Fargo Private Bank

Troy McNemar – McNemar Law Offices, P.C.

Regeanna Mwansa – Financial Services

Dan Owens – CoBiz Wealth

Michelle Roddy – ARTEMiS Law Firm, PLLC

Carolyn Sechler – Sechler CPA PC

Megan Selvey – Bivens & Associates, P.L.L.C.

Bart Stevens – Special Needs Planning

Karen Starbowski – MassMutual Arizona

Emily R. Taylor – Emily R.Taylor Attorney, PLLC

Janet Tubbs – Prudential

Jacquie Weflen – TFO Phoenix

 

Event Contact:

Beth Salazar, SARRC Planned Giving Manager

602-606-9876 

bsalazar@autismcenter.org

Have questions about Professional Advisor's Event: Charitable Strategies to Address Your Client's Income Tax Problems? Contact Southwest Autism Research & Resource Center

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When & Where


SARRC’s Sybil B. Harrington Campus for Exceptional Children
300 North 18th Street
Phoenix, AZ 85006

Wednesday, October 25, 2017 from 3:45 PM to 6:30 PM (MST)


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