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Tips and Traps: Tax Strategies for Donors and Charities
Join us for a drink, appetizer & informative presentation! Andy Biebl’s Tips and Traps: Tax Strategies for Donors and Charities.
When and where
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Location
August Schell Brewing, Beer Halle 1860 Schell's Road New Ulm, MN 56073
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About this event
Please join us for an in-person, informative presentation on Tax-Efficient Giving, from Andy Biebl of New Ulm, a highly respected retired CPA at both the regional and national levels. Andy has over 40 years of experience specializing in individual, closely-held business and agricultural taxation. Further, Andy is a long-time instructor, conducting training programs nationally for tax professionals for more than 30 years. Andy is an author and instructor of the popular 'Tax Advisors Update' and 'Farm Taxation Update.' He has conducted over 150 seminars and conferences for the MNCPA and is one of their highest evaluated speakers. In addition, Andy has been the recipient of multiple prestigious awards including Outstanding Discussion Leader Award from the Minnesota, Iowa and Nebraska CPA Societies.
In this session, Andy will cover:
1. Those tricky tax-receipt letters
2. Tax-efficient giving in the standard deduction era(Bunching strategy and IRA-to-charity)
3. Special situations (Retiring farmers: Charitable Remainder Trusts and Appreciated capital asset gifts)
Refreshments and appetizers will be provided! We are excited to partner with Thrivent – New Ulm Area Group.