When

Thursday, July 16, 2020 from 11:45 AM to 1:00 PM PDT
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Where

This is an online event. 
Please note that login information and additional logistics will be emailed to attendees prior to the virtual meeting. 

 
 

Contact

NCPGC 
Northern California Planned Giving Council 
415-738-8438 
info@ncpgcouncil.org 
Heidi Strassburger Masters Program

July 16, 2020, 11:45 am - 1:00 pm

The New Normal for Charitable Tax Planning

Program Description:
Recent tax reform complicates strategies for tax-efficient charitable contributions. Using actual client experiences, this presentation explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. During the program, you’ll get an in-depth look at charitable IRA rollovers, legacy IRAs, lifetime CRATs, charitable gifts from trusts and estates, private foundation investment tax, donor advised fund distribution requirements, program related and SRI investments, and “charitable LLCs.”

Speaker:
Justin T. Miller, J.D., LL.M., TEP, AEP, CFP
National Wealth Strategist
BNY Mellon

As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker for tax, estate planning and charitable giving topics at major conferences throughout the country. In addition, Mr. Miller has published numerous articles, and he has been quoted as an industry expert in a variety of publications. He received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.

Please Note:
Registration closes on July 15, 2020


Continuing Education Credit:
MCLE, CPE, CFRE and CFP