Where
Hills Bank & Trust-Blairs Ferry Road3905 Blairs Ferry Rd NE
Cedar Rapids, IA 52402
Driving Directions
Contact
Kendra Aarhus
SCORE East Central Iowa
crworkshops@scorevolunteer.org
Charitable Giving & Tax Strategies
December 12th -- Hills Bank & Trust
As your small business becomes successful, you may experience a desire to "Give back to your community"..... What does this mean? What is the best way to do this? Where do I start? Attend this workshop to help you develop your plan to assist your favorite non-profit organizations.
Workshop Summary:
During this workshop we will take a strategic look and charitable giving and maximizing your impact for tax purposes.
What we will cover:
- Personal giving framework
- Giving strategies and types of assets
- Putting charitable in action
A top-level overview, followed by class involvement in excercises and examples. Each workshop is taught by and expert on the subject. Open to the existing or aspiring small business public....No Charge! Not to be missed if you want to be successful.
Save a Seat.....Click on Register Button Below!!
Class Instructor: Dan Bensema
Dan is a Financial Advisor with Baird Private Wealth Management. Dan attended the University of Iowa where he earned degrees in Accounting, Master of Accountancy, and Master of Business Administration. Prior to joining Baird, Dan worked for 12 years at Rockwell Collins in financial and strategic management, including Mergers & Acquisitions, financial reporting, and finance leadership. Before that he spent 3 years
with Deloitte & Touche as a Certified Public Accountant working in the Tax Group and Valuation Group.