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Formerly known as Planned Giving Round Table of Arizona


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

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


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

  602.840.2900 X1

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