45th Charitable Tax Seminar

Description

Please join us at the 45th Charitable Tax Seminar and help your clients live well today and plan for tomorrow.

This seminar is organized by the Federation’s Professional Advisory Council and is designed for attorneys, accountants, financial and insurance advisors, and non-profit professionals who advise their clients on estate planning, tax, and charitable issues.

7:30 am: Registration & Continental Breakfast
8:00 am: Program
12:15 – 1:00 pm: Lunch and Guest Speaker
(kosher dietary laws observed)

*COST

Registration is $110.
There is a $25 cancellation fee if canceled after June 2. Final day to register is June 7. SPACE IS LIMITED! Cost includes registration fee, materials, certification, breakfast and lunch.

Program Chair: Susan D. Krantz, Partner, Zinner & Co.

*Summer and first year associates are invited to attend as our guests.


ACCREDITATION

The Charitable Tax Seminar includes approximately 3.75 hours of presentations.
• The Jewish Federation is registered with the Accountancy Board of Ohio.
• The Federation has applied for CLE credit to the Supreme Court of Ohio Commission on Continuing Legal Education, for CE credit to the Certified Financial Planner Board of Standards, and for CE credit to the Ohio Department of Insurance.


OPENING REMARKS

Susan D. Krantz, CPA, CGMA, Partner, Zinner & Co.Chair, 45th Charitable Tax Seminar
James A. Goldsmith, Esq. Partner, Ulmer & Berne LLP, Chair, Professional Advisory Council


PROGRAM

Investing for Impact, Investing for Return: An Introduction to Environment, Social, and Governance Investing
Casey C. Clark, CFA, Director of Sustainable & Impact Investing, Glenmede, Philadelphia

Retirement Plan Beneficiary Designations
Dennis A. Linden, CPA, CBIZ & Mayer Hoffman McCann P.C.

Legal and Practical Issues with Powers of Attorney - A Bank's Perspective
Timothy Malloy, Director of Family Wealth Consulting, Key Bank

Diminished Capacity: Warning Signs, Risk Factors and What to Do Next
Krystal L. Culler, MA, Director, Center 4 Brain Health, Menorah Park
Allison M. McMeechan, Esq., Shareholder, Reminger Co., LPA

Running the Gauntlet of Giving to Foreign Charities
Allen J. Littman, JD, LLM, CPA, The Firm of Allen J. Littman

ARTful Planning: What You Need to Know About Your Client's Art Assets
Steven J. Zick, Vice President, Director, Midwest Regional Office, Christie’s, Chicago

Lunch Presentation: Restoring Cleveland's Neighborhoods: The Impact of Development Corporations
Joel Ratner, President & CEO, Cleveland Neighborhood Progress

REGISTER HERE:
https://www.jewishcleveland.org/news/event_rsvp/charitable_tax_seminar_2017/