Five local experts, with specialties in law, finance, taxes and philanthropy, will provide an update on a variety of topics related to taxes, philanthropy, investing and business. This will be a ZOOM event.

Our Panelists:

• Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC
• Karen Crim, CPA,  Senior Director- Tax Services for Nonprofits at RSM US LLP
• Vince Russell from Johnson Investment Council
• Mike Parks, President, The Dayton Foundation
• Sam Warwar, Partner, shareholder - Coolidge Wall Tax Department
• Michelle Lovely, VP, Development, The Dayton Foundation –Moderator

Program: 8:00a - 9:30a

Cost: Free to all PPP Dayton Members and Guests

Continuing Education: This program is not eligible for continuing education credits

ZOOM information will be provided upon registration closer to event.