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.

The 2018 Seminar is scheduled for November 13, 2018 at Lee University.

The Agenda includes:

11:45-12:00  Lunch (Set up by 11:30)

12:00-1:00   Al Secor: Advance Care Plan Checklist: Developing a Disability and End of Life Plan
The development of a comprehensive Advance Plan while in good physical and mental health allows a person to consider what actions he or she would want taken if any family member was facing a life threatening situation with time to investigate options and arrange finances to be able to afford these desired options.

1:00-1:15  Break (lunch only attendees exit)

1:15-2:15  Lee Ann Adams and Eleanor G. LaPorte : Family Foundation, Donor Advised Fund or Supporting Organization? How to Choose?
Explore the benefits and requirements of private foundations, donor advised funds and supporting organizations and how they can be employed to help donors accomplish their charitable objectives.

2:15-3:15  Bryan Kelly: Impact Strategies Using Philanthropic Vehicles
Review concepts such as exclusions from transfer taxation, analysis into the characteristics of charitable trusts, and recent changes in the tax landscape. Gain a practical toolkit for advising clients in philanthropic giving while providing excellent tax savings opportunities.

3:15-4:15 Panel: Selling a Small Closely Held Business
Cathy Boettner: How to prepare your small business to sell it
Ben Brown: What a buyer looks for when buying a small business
Tyler Hand: Tax consequences and strategies – selling a small business

CPAs can register through TSCPA.

Attorneys can register by mailing a check to:
Community Foundation
P. O. Box 4474
Cleveland, TN 37320

Fee: $30 = Lunch +1 CLE hour or $75 = Lunch + 4 CLE hours
Contact: Cathy Barrett 423-599-5880 or

Please email Cathy Barrett with questions.