Don't Lose That Deduction!
| When: | September 14, 2023 8:00 AM to 9:30 AM |
|---|---|
| Where: |
Jewish Federation of Cleveland 25701 Science Park Drive Beachwood, OH 44122 |
| Cost: | $20.00 |
| Summary: | Substantiation Requirements for Charitable Gifts |
Event Details
Description
A professional continuing education program of the Federation’s Professional Advisory Council.
Stay on top of IRS requirements for non-cash charitable gifts with this in-person presentation by Jeremiah Doyle, IV, senior vice president, BNY Mellon Wealth Management and adjunct professor at Boston University Law School. Mr. Doyle will cover the substantiation rules, best practices, and common errors so your clients can claim the full income tax deduction.
Thank you to BNY Mellon Wealth Management for making this presentation possible.
Registration & light breakfast: 8:00 am
Program: 8:30 - 9:30 am
Kosher dietary laws observed
Cost: $20 per person
Approved for 1.0 CE credit by the CFP Board. CLE application pending with the Supreme Court of Ohio and Ohio Dept. of Insurance. The Federation is registered with the Accountancy Board of Ohio.
Register Here:
https://www.eventbrite.com/e/dont-lose-that-deduction-tickets-689491998127?aff=websiteevent
Address
Jewish Federation of Cleveland
25701 Science Park Drive
Beachwood, OH 44122
Actions
- 2023-09-14 08:00:00 2023-09-14 09:30:00 America/New_York Don't Lose That Deduction! Substantiation Requirements for Charitable Gifts (http://www.jewishcleveland.org/news/upcoming-events/dont_lose_that_deduction) Jewish Federation of Cleveland
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