Planned Giving Round Table (PGRT) Event

 

Join PGRT for our upcoming program.

Washington Tax Update: Heating Up or Just Hot Air
Presenter: Steven Woolf, Senior Tax Policy Counsel, Jewish Federations of North America

Tuesday, November 7 | 8:00 a.m.
DLA Piper
6225 Smith Avenue, Baltimore

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

Washington, DC insider Steven Woolf will share his insights on tax policy from Capitol Hill, including breaking developments and their impact on year-end and long-term tax planning. Where are tax rates going to be? What’s happening with charitable deductions in the current proposals? What advice can you give your clients at year end? Steve will answer all your questions at this lively program.

PGRT Washington Tax Update program sponsored by PBMares, LLP.

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

Upcoming 2018 Programs

Ethics for Advisors
Featuring: Marianne M. Jennings, J.D., Emeritus Professor of Legal and Ethical Studies, WP Carey School of Business, Arizona State University
Wednesday, February 7, 12:00 p.m. | The Associated Krieger Building

What Clients Want from Their Advisors
Featuring: Featuring: Claire Costello, National Practice Executive, Philanthropic Solutions, U.S. Trust
Wednesday, June 6, 8:00 a.m. | DLA Piper
Sponsored by PK Law

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Planned Giving Round Table - Washington Update
Featuring Steven Woolf, Senior Tax Policy Counsel, Jewish Federations of North America
Tuesday, November 07, 2017 at 8:00 AM
 
Registrant Info: 1 $25.00 ea.

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