Charitable Gift Planning Strategies – IRAs, Retirement Plan Assets and Year End Giving

Thursday, November 17, 2016

Join us on November 17 for an engaging Quarterly Luncheon!

Steve Bigge, CPA and Partner with Keebler & Associates in Green Bay, WI, will speak about charitable gift planning strategies using IRA and other retirement plan assets as well as recent developments in this area.  He will also review gift planning strategies for donors wanting to gift before year end.

Presenter Bio:

 Stephen J. Bigge, CPA, CSEP is a Partner with Keebler & Associates, LLP whose      emphasis is in developing comprehensive financial, estate and income tax  analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and  IDGTs.  He specializes in estate, gift and retirement planning, charitable gift  planning, as well as trust and estate administration.  Stephen graduated Summa  Cum Laude from Lakeland College in 2001 and achieved the third best CPA exam  score in the state of Wisconsin.  Stephen is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns. Stephen is a frequent writer for Taxes Magazine in his area of expertise.  He also has been a frequent speaker at various local, regional and national conferences (including the AICPA Advanced Estate Planning Conference).  Prior to joining Keebler & Associates, LLP Stephen was a Tax Manager with Baker Tilly Virchow Krause, LLP.