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The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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May 11, 2022 - Ask Your Questions - Byron Smith, CPA

  • May 11, 2022
  • 12:00 PM - 1:00 PM
  • Zoom AND In-Person
  • 85

Registration


Registration is closed

Ask Your Questions?

Byron Smith, CPA

May 11, 2022

CGP Tampa Bay Meeting

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Wednesday - May 11, 2022

11:30 a.m. Networking

Noon Program and Lunch

Email your questions for Byron Smith by reply email.

Advance reservations are required

VIRTUAL

CGP Tampa Bay Members - $10.00

Guests - $15.00

Please register to be sent the link/code to join the Session.

IN-PERSON and LUNCH

CGP Tampa Bay Members - $20.00

Guests - $30.00

Meeting will be held: Community Foundation Tampa Bay - 110 Central Avenue, St. Petersburg FL 33701

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ANNUAL SPONSORS:

Community Foundation of Tampa Bay

Johns Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

TOP Jewish Foundation

USF Foundation, Office of Gift Planning

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BYRON SMITH: Byron is a partner with RSM. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries, and client representation before the Internal Revenue Service.

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

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