May 23, 2018
12:00 pm - 1:00 pm
VonLehman CPA & Advisory Firm
810 Wright's Summit Parkway, Suite 300
Fort Wright, KY 41011
Available around building
Did you know that giving by individuals accounts for nearly three-quarters of charitable giving in the U.S.? That alone accounted for over $280 billion in 2016! The recent changes to tax legislation can have an effect on the incentives individuals face when making the decision of how much to give to charity.
Join VonLehman and the Greater Cincinnati Foundation (GCF) to learn the key changes impacting charitable giving strategies and how individuals can reap the benefits of tax giving. VonLehman’s Jami Vallandingham will discuss several tax strategies – including bunching, donor advised funds and the Endow Kentucky tax credit. Learn about the benefits of working with our region’s local accredited community foundation, GCF, to maximize your charitable giving.
Who should attend?
Charitable individuals considering a Donor Advised Fund, Business owners interested in gifting privately held stock for tax benefits, C-Suite professionals, people considering a private foundation or who already have one, retirees with a required minimum IRA distribution who would like to learn about making a Qualified Charitable Deduction.
12:00-12:10 – Lunch/Welcome
12:10-12:40 – VonLehman Presentation (30 mins.)
12:40-12:50 – GCF Presentation (10 mins.)
12:50-1:00 – Q/A