PGRT

 

The Planned Giving Round Table (PGRT)

PGRT brings together professionals from a variety of disciplines who may, at various times, be involved in some aspect of a planned gift to charity. Participants have the opportunity to network, hear from nationally-recognized planned giving and financial experts and enhance their skills by incorporating charitable planning techniques in clients’ tax, financial and estate planning.

Learn more about PGRT for young professionals under the age of 40.

 

Join PGRT for our next upcoming program.

Estate Planning Update – One Year into the TCJA

Join the Planned Giving Round Table as renowned financial planner, Michael Kitces, presents the annual estate planning update. This past year brought the biggest tax reform overhaul in decades, especially for corporations where the top tax rate was reduced from 35% to 21%. For individuals, it was more of a series of tweaks than a total overhaul, including a modest reduction in tax brackets, an expansion of the standard deduction and the curtailment or elimination of many itemized deductions. As a result, most individuals will no longer itemize deductions unless they take the proactive approach in deduction lumping and charitable clumping. With these changes, advisors must plan carefully to ensure that their clients can take advantage of the new rules!

Presenter: Michael E. Kitces, MSFS, MTAX, CFP®, Partner and Director of Wealth Management for Pinnacle Advisory Group

Wednesday, November 28 | 8:00 a.m. Networking & Breakfast, 8:30 a.m. Program
DLA Piper
6225 Smith Avenue

Cost: $25 in advance | $30 at the door

Thank you to PBMares, Gold Sponsor for 11/28 PGRT program.

All PGRT programs are eligible for 1 hour of Continuing Education (CE) credits for accountants and certified financial planners.

Questions? Contact Carol Hardiek at chardiek@associated.org or 410-369-9288.

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PGRT - Tax Planning Developments & Opportunities under TCJA
Presented by Michael Kitces, Partner and Director of Wealth Management for Pinnacle Advisory Group
Wednesday, November 28, 2018 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

PGRT - Managing Family Dynamics: A Case Study
Presented by Lauren Klein, Assistant Vice President, Funder Services at The Associated
Tuesday, February 12, 2019 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

PGRT - Collaborative Catalyst: The True Frontier of Estate & Legacy Planning
Presented by Todd Fithian
Thursday, June 06, 2019 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

Upcoming 2018 – 2019 PGRT Programs

Managing Family Dynamics: A Case Study
Tuesday, February 12, 8:00 a.m.
Presenter: Lauren Klein, Assistant Vice President, Funder Services at The Associated

The Collaborative Catalyst: The True Frontier of Estate and Legacy Planning
Thursday, June 6, 8:00 a.m.
Presenter: Todd Fithian, Managing Partner of The Legacy Companies

PGRT Gold Sponsor

PBMares

PRGT Silver Sponsors

Israel BondsKramon & Graham, NaimanMay, P.A.Pessin Katz Law, P.A. (PK Law)RSMTucker & Meltzer

Disclaimer: Your attendance at this event releases rights to The Associated and its programs and agencies to use your image captured by a photographer and/or film maker in print as well as electronic media, including, but not limited to: brochures, advertisements, annual reports, websites and other materials used to promote Associated and constituent agency programs to the community.

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