Enticing Estate and Taxwise Giving Opportunities for Philanthropic Individuals and Families

When
05/18/2023
8:30 AM - 10:00 AM
Location
The Glasser/Schoenbaum Human Services Center, 1750 17th St, Sarasota, FL 34234
Spaces left
40

Registration

Member Registration
Non-Member Registration – $15.00
Sponsor Guest Registration

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Enticing Estate and Taxwise Giving Opportunities for Philanthropic Individuals and Families

Presented by David K. Cahoone, JD, LL.M. (Taxation)

May 18, 2023
8:30 a.m. Networking & Refreshments
9:00 a.m. - 10:00 a.m. Program

Location: Loevner Room at The Glasser/Schoenbaum Human Services Center in Bldg J

This program is designed for financial advisors, attorneys, CPAs and nonprofit fundraisers who engage in conversations with individuals who are, or are open to, supporting charitable organizations efficiently and effectively.

Join us for a lively conversation on charitable opportunities that overcome:

• Fear of outliving savings

• Diminishing returns of inherited retirement accounts left to descendants

• Lifetime taxes on capital gains

• Hassles of inheriting Florida real estate

Plus, highlights of the charitable aspects of the SECURE Act 2.0: the good, the bad and the incredible conversation starters.

Free for Members
$15.00 for Non-Members

About Us

Charitable Gift Planners of Southwest Florida provides the latest information to professionals, giving them the resources to initiate meaningful impact for their clients and organizational missions.

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Membership in our local council affords quality educational, networking, and mentorship opportunities.

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P.O. Box 48510, Sarasota, Florida 34230-5510