Charitable tax planning seminar
LAKE PLACID – Adirondack Community Trust, the community foundation of the Adirondack region, and the Adirondack Chapter of the New York State Society of Certified Public Accountants will host a seminar to educate professional advisors on charitable giving options and provide an update on charitable giving tax rules.
The seminar, “Creative Charitable Tax Planning: How to Help Your Clients Give Back to their Family and Community,” will be held Thursday, Oct. 10 at the Whiteface Lodge in Lake Placid. Registration and lunch start at noon, followed by a presentation by Brian M. Sagrestano, president and CEO of Gift Planning Development, a full service gift planning consulting firm based in New Hartford.
“The role of a professional advisor encompasses a host of responsibilities and opportunities,” said Cali Brooks, ACT’s executive director. “Attorneys, accountants and investment professionals bring tremendous value to their clients as they consider major life decisions. ACT and NYSSCPA want to support professional advisors as they help their clients consider charitable giving options. We also want to make sure these individuals are up to date on recent changes to the charitable giving tax rules.”
Sagrestano, author of “The Philanthropic Planning Companion: The Donors’ and Professional Advisors’ Guide to Charitable Gift Planning,” has presented at conferences across the country for organizations such as the Partnership for Philanthropic Planning and the Council on the Advancement and Support of Education. Over the last 14 years, he has spoken to hundreds of groups, developed philanthropy training programs, and taught professional advisors, board members, and donors how to integrate philanthropic goals into tax, estate, and financial planning.
New York State Continuing Professional Education credits for accountants and New York State Continuing Legal Education credits for attorneys will be available. Written materials will be distributed at the seminar.
The cost for the seminar is $40 per person, which includes lunch. The deadline to register is Sept. 30. For more information, contact ACT at 518-523-9904 or visit www.generousact.org.