The Annual Estate & Charitable Giving Seminar: Estate and Wealth Preservation for Philanthropic Clients in a Changing Tax Environment

The Salvation Army's Annual Estate and Charitable Giving Seminar will be:

September 29, 2010,
9 a.m. to 4 p.m.

Arena Grand Theater, 175 Nationwide Blvd.

Featuring industry speakers:

• Marc Carmichael, J.D.
• John Schuman, J.D.
  

Continuing education credits approved:

CLE for Ohio & Kentucky (6.0)
CFP (6.0)
Ohio Insurance (6.0)
CPE (7.0, self-regulating)

Continuing education credits pending:

CTFA credit approval is pending

To register by phone, contact Dinah O'Dell: 614.358.2627(Dinah.ODell@use.salvationarmy.org)

Includes:

• Continental breakfast
• Boxed lunch

Agenda:

8:15 – 8:45 am
Registration and Continental Breakfast
8:45 – 9:00 am
Welcome (Major Frank Kirk/Marc Littlecott)
9:00 – 10:00 am
Funding & Investing CRTs in the Current Tax
and Investment Climate
10:00 – 10:15 am
Break
10:15 – 11:45 am
Practical Estate Planning for Philanthropic Clients, Part I
11:45 am – 12:45 pm
Lunch (provided)
12:45 – 1:15 pm
Practical Estate Planning for Philanthropic Clients, Part II
1:15 – 2:15 pm
Role of Charitable Contributions in 2010 Roth IRA Conversions
2:15 – 2:30 pm
Break
2:30 – 3:30 pm
Role of Charitable Gift Arrangements in
Pre- and Post- Retirement Planning
3:30 – 4:30 pm
Recent Developments in Charitable Gift Planning

More about Mark Carmichael

Marc Carmichael, JD…
Is president of the R&R Newkirk Company and has specialized for more than 30 years in the field of charitable gift planning. R&R Newkirk publishes the Charitable Giving Tax Service, “The Advisor” charitable estate planning newsletter and “The Federal Tax Pocket Guide for Advisors and Planners.” His company also provides gift planning training and promotional literature for hundreds of organizations. Marc is past president of the National Committee on Planned Giving and has chaired the National Conference on Planned Giving. He has spoken frequently at estate planning councils, national fundraising conferences and the National Conference on Financial Planning. In 2005 Marc was the recipient of the Russell V. Kohr Memorial Award for Excellence in Gift Planning.

More about John D. Schuman

John D. Schuman, JD, CPA,CFP®…
Is a principal of Budros, Ruhlin & Roe, Inc., with expertise in income tax planning, general business and succession planning, charitable and retirement planning. He has been a featured speaker at conferences of the Columbus Bar Association, Capital University, the Ohio CLE Institute, The Columbus Foundation and the National Business Institute. He serves on the Professional Council of The Columbus Foundation and the Advisory Board of the Conway Family Business Center of Central Ohio. He is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), the Columbus and Ohio State Bar Associations and the Society of Financial Service Professionals.