Don't Lose That Deduction!

Description

A professional continuing education program of the Federation’s Professional Advisory Council.

Stay on top of IRS requirements for non-cash charitable gifts with this in-person presentation by Jeremiah Doyle, IV, senior vice president, BNY Mellon Wealth Management and adjunct professor at Boston University Law School. Mr. Doyle will cover the substantiation rules, best practices, and common errors so your clients can claim the full income tax deduction.

Thank you to BNY Mellon Wealth Management for making this presentation possible.

Registration & light breakfast: 8:00 am
Program: 8:30 - 9:30 am
Kosher dietary laws observed

Cost: $20 per person

Approved for 1.0 CE credit by the CFP Board. CLE application pending with the Supreme Court of Ohio and Ohio Dept. of Insurance. The Federation is registered with the Accountancy Board of Ohio.

Register Here:
https://www.eventbrite.com/e/dont-lose-that-deduction-tickets-689491998127?aff=websiteevent