Presenter: Brad Bedingfield
Partner at Hemenway & Barnes LLP
8:00 a.m. Networking | 8:30 a.m. Program
Light breakfast. Dietary laws observed.
As part of the new SECURE Act 2.0, Congress has continued its recent trend of encouraging distributions to charities from IRAs. Brad will discuss current opportunities for using retirement assets to fulfill philanthropic objectives in a tax-efficient manner, and provide some perspective on what both charities and donors are doing to take advantage of recent changes in the law. Whether considering lifetime giving or post-death impact, applying “tax-heavy” assets to fulfill charitable goals can benefit both donors and the institutions they support.
This program is eligible for 1 hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
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