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Akron Community Foundation Events

Here at Akron Community Foundation, there is always something going on. Check out our calendar to learn about all of our upcoming events, from fundholder education sessions and nonprofit convenings to special events like the Bert A. Polsky Humanitarian Award.

Northeast Ohio Charitable and Estate Planning Conference

Where

Hilton Akron/Fairlawn
3180 West Market St.
Akron, OH 44333
http://www.akronhilton.com/

When

05.07.2020

Time

8:00 AM

Overview

Join Akron Community Foundation's Professional Advisor Council for a continuing education course about gifts of S-corp stock and the SECURE Act.

Nature of Event

Continuing Education Course

Administrative Contact

Delinda Herman
330-436-5613
dherman@akroncf.org

Description

 

UPDATE: Due to concerns surrounding the coronavirus outbreak, this event has been postponed.

Creative Planning with S-Corp Stock featuring Bryan Clontz

  • How to mitigate the recognized UBTI by 60%
  • Using S-corp stock to fund life income gifts
  • Using S-corp assets to make donations with multiple shareholders
  • Gifting real estate and other businesses owned by LLCs

Estate Planning with Qualified Plans and IRAs featuring Michael Riley

  • Did the SECURE Act change my clients’ estate plans?
  • Rethinking beneficiary designations (now that stretch IRAs don’t go as far as they used to)
  • Getting retirement accounts to charity: keep it simple

Continuing education credits will be available. Questions? Contact Laura Fink at lfink@akroncf.org or 330-436-5611.

Category

Workshop/Training

More Information

Event Creator

Kristen Ashby
kashby@akroncf.org
330-436-5618

Sponsor

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