51st Charitable Tax Seminar

Description

The Charitable Tax Seminar provides practical continuing education for attorneys, accountants, and financial professionals who seek to enhance their knowledge in charitable, wealth, tax, and estate planning.

Learn from distinguished speakers on these topics:

- Gifts of Real Property: From the Donor’s and the Charity’s Perspectives
Alexander C. Campbell, Esq. and Scott E. Swartz, Esq., BakerHostetler

- The Investment Markets and Endowment Portfolios
Daniel Brady, Senior Vice President & Managing Director/Investment Strategy, PNC Asset Management Group

- The Corporate Transparency Act: Not So Transparent After All
Kimberly E. Stein, Esq., Partner, UB Greensfelder LLP

- Individual Planning for the Sunset of the Tax Cut & Jobs Act
Melissa L. Knisely, CPA, Senior Manager, Tax, Ciuni & Panichi, Inc.

- Artificial Intelligence: Risks and Best Practices for Professional Advisors
Alison K. Evans, Esq., Partner, Benesch, Friedlander, Coplan & Aronoff LLP

- Generational Giving: One Family’s Financial & Philanthropic Journey
Michael Novak, President & CEO, Wellspring Financial Advisors
Tal Rothstein, Senior Director/Supporting Foundations, Jewish Federation of Cleveland


Register Here:
https://www.eventbrite.com/e/51st-charitable-tax-seminar-tickets-881388084487?aff=websiteevent

The Charitable Tax Seminar qualifies for 3.50 CLE hours for Ohio attorneys. The CFP Board has approved 4.00 CE hours. The Federation is a registered education sponsor with the Accountancy Board of Ohio. CE application pending with the Ohio Department of Insurance.