407 E. Vernon
Planning for Year-end 2017 and 2018: Tax-effective strategies to help raise the BIG money we need from our private sector.
We will have a panel discussion and you we leave with knowledge on:
• Effective gifts of low-basis stocks given the markets are at all-time highs
• How Qualified IRA Charitable Distributions can create a new annual fund
~Who? Why? How? Now permanently in our tax code…this is a game-changer!
• Why asset gifts are better than cash
• Bring some success stories to share
•Jeff Secord, CFP®, CAP® Managing Director, IPI Wealth Management, Inc.
• Cal Lyons, Vice President, John Graham & Associates
• Rex Schaeffer, CPA
Cash or check is accepted. Make checks payable to CICGP. Cancellation Policy: If canceling within 24 hours of the event, the amount will still be due.