Planned Giving and Tax Seminar

Are you looking for ideas on tax efficient ways to structure your estate? Who should inherit the wealth you worked so hard to accumulate? Your heirs, a Charitable Cause or the IRS? Proper planning is the key to answering these questions.

This is timely information as the tax laws are changing! Some of the provisions of the Tax Cut and Jobs Act of 2017 will be sunset at the end of calendar year 2025. It is not too early to plan!

You are invited to the Culina Mariana at the Shrine of Our Lady of Guadalupe on Wednesday, July 31 at 9am to hear from professionals who will give us the latest information on ways to plan for the upcoming changes. You will also hear from a local citizen who has taken the time to plan ahead, the process and the results of the efforts to help give you ideas on what you should do next! 

Speakers:
Deacon Chris Kabat - Emcee
Scott J. Curtis (O’Flaherty Law Firm)
Duke Cunningham, CFP (Trust Point, Inc)
Jennifer Gander, CFP, CPA (Trust Point Inc)

We will have time for questions so write them all down and we will see you Wednesday, July 31 at 9am! Please RSVP: [email protected]
 

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Category: Community | Local / Community