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  • TAX CLE: Beyond Cash: Planning Strategies for Complex Charitable Contributions

TAX CLE: Beyond Cash: Planning Strategies for Complex Charitable Contributions

  • 17 Mar 2020
  • 12:00 PM - 1:30 PM
  • BCBA Offices (3269 28th Street, 2nd Floor above Moe's Bagels; plentiful parking in the rear of building)

Registration


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Please attend the Tax CLE Beyond Cash: Planning Strategies for Complex Charitable Contributions on March 17. This presentation offers 2 General Credits.

There will be three presenters, focusing on the following topics:

  • Rachel Radford – Tuthill & Hughes – Topic: Split Interest Trusts (25 mins)
  • Mark Ricketson – Fidelity Charitable – Topic: Charitable Planning with Retirement Assets and Planning with Donor Advised Funds (25 mins)
  • Katy Kotlarczyk – CU Gift Planning – Topic: Stories of charitable giving - tips and traps (25 mins)
  • Roundtable Discussion with all Presenters (15 mins)

Lunch is included with registration fees. 



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3269 28th Street

Boulder, CO 80301

(303) 440.4758

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