Community Foundation to co-host planning seminar
WAYNESBURG – The Community Foundation of Greene County and Waynesburg University will co-host the 21st annual Estate and Charitable Gift Planning seminar: “The Changing Climate of Estate and Charitable Planning: What’s Hot and What’s Not.”
This is a live national webcast being viewed in many locations all over the United States and is sponsored nationally by The Salvation Army and locally by the Community Foundation of Greene County and Waynesburg University.
The seminar will be offered from 10 a.m. to 4:30 p.m. Sept. 25 at Waynesburg University’s Center for Research and Economic Development.
Recent changes in income, gift and estate tax rates and exclusion amounts have dramatically changed estate and charitable strategies for taxpayers. And Congress is not finished yet.
Learn from nationally-recognized speakers Ann Burns and Kathryn Miree as they share new strategies, practical solutions and opportunities for planning following the American Taxpayer Relief Act of 2012.
Sessions will include information on current case law updates, drafting estate plans in light of recent tax law changes, strategies to address charitable estate goals without using traditional charitable vehicles, simple ideas to maximize lifetime and estate charitable gifts, ethical considerations in charitable and estate planning, and why estate planning is more important than ever.
The webcast is designed for attorneys, CPAs, financial planners, investment advisers, bank trust officers, charitable gift planners, other estate planning professionals and anyone interested in providing and protecting assets to help ensure the future of family, self and community.
Space is limited. Reservations will be accepted on a first paid basis by Sept. 20. There is a registration fee to cover the cost of lunch and materials.
For more information call Bettie Stammerjohn at 724-627-2010, email cfgcpa@gmail.com or register online at http://estateinstitutewaynesburg.eventbrite.com.