44th Charitable Tax Seminar

Description

Join us at the 44th Charitable Tax Seminar, organized by the Federation’s Professional Advisory Council, and designed for attorneys, accountants, and financial and insurance professionals, who advise their clients on estate planning, tax, and charitable issues.

Registration fee is $100.

Registration is now closed

Program:
Don’t Get Burned: Current FINRA/SEC Regulatory Hot Topics
Scott Matasar, Esq., Member, Matasar Jacobs LLC

Cybersecurity is More than an IT Challenge—it’s a Business Imperative.
Adam T. Zelwin, Assurance Director, PwC LLP

Exit Planning for Professional Advisors
Dr. Stacy Feiner, Business Psychologist & Executive Coach, Middle Market, BDO USA, LLP
Richard S. Koblentz, Esq., Koblentz & Penvose, LLC

Be Knowledgeable, Indispensable, and Remarkable: Explaining ABLE Accounts to Your Clients
Amanda M. Buzo, Esq., Executive Director, Community Fund Management Foundation

Surprise! Documenting Donor Intent to Protect Our Clients’ Philanthropic Planning
Nancy Hancock Griffith, Esq., Principal, BauerGriffith LLC

Yoga for the Irrevocable Life Insurance Trust: Finding Flexibility in the Inflexible
Katherine E. Wensink, Esq., Counsel, McDonald Hopkins LLC

Luncheon - NEO Brain Gain at Sears think[box]: The Importance of this Premier Innovation Center
Ian Charnas, Manager & Co-Founder, Sears think[box], Case Western Reserve University

44th Charitable Tax Seminar, Chair: Nan Cohen, MBA , CFP
Professional Advisory Council, Chair: Matthew F. Kadish, Esq.
Board Chair: Gary L. Gross
President: Stephen H. Hoffman