53rd Charitable Tax Seminar

Description

Presented by the Federation’s Professional Advisory Council

The Charitable Tax Seminar provides practical continuing education for attorneys, accountants, and financial professionals who seek to enhance their knowledge in charitable, wealth, tax, and estate planning.

1:30 - 5 pm Seminar
5 - 6 pm Cocktail Reception

Agenda

Auditing Life Policy Designs: The Good, the Bad and the Ugly
Lawrence J. Rybka, JD, CFP, Chairman & CEO, Valmark Financial Group, Akron

The Right Fiduciary: Considering the Choice from all Angles
Scott E. Swartz, Esq.

From Vision to Legacy: Structuring and Stewarding Transformational Charitable Gifts
Lawrence Hatch, Senior Relationship Strategist/Managing Director, The Glenmede Trust Company
Rachel Lappen, Senior Vice President /Chief Development Officer, Jewish Federation of Cleveland
Kimberly E. Stein, Esq., Partner, UB Greensfelder, LLP

The Acceleration of AI: Winners, Risks, and What Comes Next
Kevin Shea, CFA, Director, Senior Investment Analyst, BNY Wealth, New York

State Income Taxation of Trusts and Mobile Clients
Maryann Thomas, Esq., Vice President & Legal Counsel, Oak Tree Holdings LLC

Cost: $125. Registration closes on May 29.

Continuing Education Credits:
Approved for 4.0 CE hours by the CFP Board.
The Federation is registered with the Accountancy Board of Ohio.
Applications pending with the Supreme Court of Ohio and the Ohio Department of Insurance.

Register Here:
https://www.eventbrite.com/e/53rd-charitable-tax-seminar-tickets-1987564895105?aff=websiteevent