Tax Efficient Charitable Giving
Date: Tuesday, November 7, 2023
Time: 12:00pm - 1:00pm
Location: Taft Center at Fountain Square
Speaker: Robert E. Brant; Michele Carey, CAP®, Jason Katz, CPA, CFP®, CEPA®
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Join us on Tuesday, November 7th at 12:00 PM for our panel presentation Tax Efficient Charitable Giving at the Taft Center at Fountain Square.
Session Description:
This presentation will focus on a variety of methods in making charitable contributions from the simplest as a cash gift to the more complex of Charitable Lead and Remainder Trusts.
We will review the motivation of donors in making gifts and what method of making the gift best suits each donor’s motivation and how that method can be the most tax efficient.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Date:
Tues., Nov. 7, 2023
Time:
11:45 AM - Registration
12:00 PM - Program
1:00 PM - Adjourn
Cost:
Members - $15.00
Non-Member - $35.00
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Location:
Taft Center at Fountain Square
425 Walnut Street
2nd Floor
Cincinnati, OH 45202
Deadline to Register:
THURSDAY, November 2nd
Note: refunds will not be given for cancellations received after the registration deadline.
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APPROVED CEU Credits
CFP
CPA
KY Legal
OH Insurance
OH Legal
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2023-2024 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Thank you to our Luncheon Sponsor!
Bartlett Wealth Management
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Robert E. Brant
Attorney
Katz Teller
Bob's practice is mostly concentrated in the areas of estate and wealth planning, tax planning, and employment benefits. He represents a large number of medical practices and works in the taxation, estate planning, retirement planning and business planning areas. In addition, he works on a number of health care-related matters, has structured numerous physician practice mergers, and has been involved in designing compensation systems for many of these practices.
Consistent with his ability to juggle multiple responsibilities at the same time, Bob is involved in a wide variety of management and committee functions at Katz Teller. He is a long-time member of the firm’s compensation committee, chairs the firm’s retirement plan committee, and serves on the finance and benefits committees.
Read Bob's Full Bio
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Michele Carey, CAP®
Director of Professional Advisor Relations
Greater Cincinnati Foundation
Michele is the Director of Professional Advisor Relations at Greater Cincinnati Foundation, where she serves as a philanthropic resource for professional advisors to help clients leverage their giving during and after their lifetimes. Michele’s career began 25 year ago at The Chicago Community Trust, where she first learned the valuable role a community foundation plays in creating a vibrant region.
Michele is a Chartered Advisor in Philanthropy (CAP®), a designation she earned from the Richard D. Irwin Graduate School of The American College, Pennsylvania. The Chartered Advisor in Philanthropy curriculum equips advisors with the expertise and tools to engage clients in meaningful conversations about charitable giving and to implement tax saving strategies for maximum impact. Michele currently serves as a moderator for the Greater Cincinnati Foundation CAP Study Group, which is a charitable giving leadership program that convenes a cohort of advisors from across professional disciplines to study charitable best practices while preparing for the Chartered Advisor in Philanthropy.
Read Michele's Full Bio
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Jason Katz, CPA, CFP®, CEPA®
Wealth Advisor, Principal
Bartlett Wealth Management
Jason M. Katz, CPA, CFP®, CEPA® is a Wealth Advisor and Principal at Bartlett Wealth Management. He provides strategic income tax planning, estate planning and other comprehensive wealth planning services to individuals and their families.
Jason is a Certified Financial Planner (CFP®) and a licensed Certified Public Accountant (CPA) in Ohio and Illinois. In 2019, he earned his Certified Exit Planning Advisor (CEPA) Designation. Jason received his Bachelor of Science degree from Indiana University with Honors Distinction in Accounting and Finance. He is a graduate of C-Change Class 13, a year-long leadership development program for emerging leaders in the Cincinnati area. He has been named a Five Star Wealth Manager 2 times, most recently in 2022.
Read Jason's Full Bio
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