The Community Foundation hosts an educational seminar each year specifically designed for professional advisors, which offers continuing education credits for CPAs and Attorneys.
Each seminar presents timely issues and new developments in estate and financial planning that helps you help your clients.
This year the seminar is schedule for November 2, 2017 at Lee University. Speakers and topics include:
Charitable Planning for Non-Cash Giving: Case-Based Approach to Planning for Illiquid Asset Donations
Dr. Ingrid Hart – Hart Accounting and Professional Services, PLLC
Charitable Giving: From the Simple to the Sophisticated
Tom McCormick and Nicole Jeppesen – LBMC
Helping Families Prepare for the Transfer of Wealth
Betsy Brown – Pendleton Square Trust
M&A Considerations for Closely Held Businesses
Tyler Hand – Miller and Martin
Contact Cathy Barrett with questions.