Charitable Gift Planners of Tampa Bay presents a Special Program Featuring Professor Russell James
On February 6 from 12-2pm members and guests of Charitable Gift Planners of Tampa Bay are invited to an exclusive virtual program at no additional cost. The Pre-Seminar Workshop is a primer for the 25th Annual Estate, Tax, Legal and Financial Planning Seminar which will be held on February 9th.
Agenda
February 6th 12:00-2:00pm
Via Zoom
12:00-1:00pm
Special Charitable Financial and Estate Planning Opportunities for February 2023
Presented by: Russell James, III, PhD, JD, CFP®. Dr. James is the CH Foundation Chair in Personal Financial Planning and the Director of Graduate Studies in Charitable Planning at Texas Tech University.
Pandemic, market fluctuations, interest rate drops, expiring CARES Act tax law changes, SECURE Act tax law changes — the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests. In his presentation, Dr. James reviews the strategies available to help clients take advantage of these special one-time opportunities. Additionally, he will share his latest decision-making research results revealing the words, phrases and conversation strategies that are most effective in communicating with donors during times like this.
1:00-2:00pm
Seminar Primer - Strategies to Pass the Operating Business or Professional Practice on to Key Employees or Selected Family Members
Presented by: Jerome M. Hesch, JD, MBA; Raj A. Malviya JD, LLM and Turney P. Berry, JD
Join a preview of the panel discussion session that will take place at the 25th Annual Estate, Tax, Legal & Financial Planning Seminar on February 9, 2023. Join panelists Jerome M. Hesch, JD, MBA, Raj A. Malviya JD, LLM, and Turney P. Berry, JD, as they discuss their topic: Strategies to Pass the Operating Business or Professional Practice on to Key Employees or Selected Family Members. This will be one of the more advanced sessions during the February 9 Seminar, so we encourage you to take advantage of this primer if it is a new topic for you.
Note this is registration for the Pre-Seminar Workshop. If you would like to register for the Seminar on February 9th please click here.
Sponsor: Johns Hopkins All Children's Hospital Foundation
Advance reservations are required
VIRTUAL - All Seminar registrants will receive a zoom link
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ANNUAL SPONSORS:
Community Foundation of Tampa Bay
Goodwill Industries - Suncoast, Inc.
Johns Hopkins All Children’s Hospital Foundation
Johnson, Pope, Bokor, Ruppel & Burns, LLP
Pentera
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
Adelphi Trust Company
American Cancer Society
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