52nd 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:

Washington Legislative Update (live video)
Steven Woolf, Senior Tax Policy Analyst, Jewish Federations of North America, Washington, DC

Fiduciary Duties Facing Nonprofit Board Members
Franklin Malemud, Esq., Partner, McDonald Hopkins, LLC
Ellen Halfon, Esq., Halfon Law, LLC

Navigating the Current M&A Environment and Maximizing Value for Business Owners
Brian Haloossim, National Senior Managing Director - Business Owners, Bernstein, Los Angeles

Charitable Planning in the Current Estate Tax Environment
Dana DeCapite, Esq. and Katherine Ham, Esq., Hahn Loeser, LLP

The Sports Investing Landscape
Niraj Shah and Brent Stehlik, Co-Founders, Otro Capital, New York
Kurt Nye, Chief Investment Officer/Managing Partner, MAI Capital Management

Thursday, May 29
1:30 - 5 pm Seminar
5 - 6 pm Cocktail Reception


Cost: $125
Approved for 3.50 CE credits by the CFP Board and the Ohio Dept. of Insurance. CE credits pending approval by the Ohio Supreme Court. The Federation is registered with the Accountancy Board of Ohio.

Registration closes May 23.

No Refunds after May 23.

Register Here:
https://www.eventbrite.com/e/52nd-charitable-tax-seminar-tickets-1328485187959?aff=websiteevent