Join us for an engaging discussion around charitable planning and learn best practices for maximizing charitable deductions under the new tax law. KatzAbosch representatives, Lori Kirk and Matt Smiler will also inform participants on charitable giving tax strategies and techniques that can help guide and fulfill your philanthropic goals.

Learning Objectives

By Attending This Seminar You Will Be Able To:

• Recognize the reasons and goals behind the reform and how it impacts charitable giving this year and beyond

• Understand the pros and cons of using retirement accounts as a charitable tax strategy

• Identify other tax-efficient ways to give such as donor-advised funds, giving appreciated securities, and payroll deductions.

• Comprehend tax & goal attainment opportunities between developing a lifetime gifting plan vs. a testamentary gifting plan

COST : Complimentary