Speaker:

Christopher P. Siegle

Executive Director and Wealth Advisor

J.P. Morgan Private Bank

Program Description: 

Now for the second straight year, taxpayers, including donors, face challenging income tax rules and high rates.  With greater understanding of what can be done before the end of the year, advisors can help their clients avoid the “sticker shock” they experienced in April, 2014.  Chris Siegle will explain nation best practice ideas and review possible advantages philanthropic advisors.