January Monthly Program: "Top Planning Ideas Today (COVID-19, Congress, Charity)"

When
17 Jan 2023
11:15 AM - 1:30 PM
Location
In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018
Registered
35 registrants

Registration

In Person First Time Guest – $45.00
In Person Member with PrePaid Meetings
In Person PGRTAZ Member – $45.00
In Person Returning Guest – $65.00
Online First Time and Returning Guest – $25.00
Online Member – $25.00
Online Member with Pre Paid Meetings

Registration is closed

"Top Planning Ideas for Today

(COVID-19, Congress, Charity)"

Paul S. Lee, J.D., LL.M.

Chief Tax Strategist

Northern Trust Company

With the possibility of significant tax code changes on the horizon, this presentation will discuss the straightforward and innovative planning ideas today that best take advantage of both the “expiring” and “permanent” provisions of the tax law, with an eye toward anticipated changes to (and the significant role charity can play in) the future planning landscape.

Program pre-approved for one (1) PT CE credit

Program pending review for 1 hour CFP CE Credit

Huge THANK YOU to this Program's Partner!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

602.840.2900 X1

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