» 49th Charitable Tax Seminar

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!

Tuesday, June 14
Both virtual and in-person options available

Cost: $120. Registration deadline is June 8. No refunds after June 8.



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

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.

For more information, please contact Andrea Harris at aharris@jewishcleveland.org or 216-593-2845.

The Jewish Federation of Cleveland thanks the following sponsors for their generous support of the 49th Charitable Tax Seminar: