Success when Charitable Planning meets Estate Planning & Business Owner Exit Planning

Date: Wednesday, March 3, 2021
Time: 6:00pm - 8:00pm
Location: ZOOM
Speaker: Ed Cotney, National Tax & Charitable Planning Specialist

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Success when Charitable Planning meets Estate Planning

& Business Owner Exit Planning

Ed Cotney of Olympus Tax will share several key charitable planning topics, tools and case studies. His seminar will explain:

  • Who are the client’s that charitable planning makes sense for
  • Popular giving ideas and strategies
  • Why and how to give outside a trust versus inside a trust(s)
    • A few case studies
  • The different ways Charitable Deductions Work
  • Case Study of using Charitable Planning for a 11M transaction (5.5M Business and 5.5M Building)

The program will be presented via ZOOM. Once you have RSVP'd, you will be sent a link to REGISTER with ZOOM You. must Pre-Register priorr to the meeting to receive a confirmation email containing information about joining the meeting.

MCLE Credit:

The agenda will be as follows:

6:00 – 6:05 pm:  Welcome to members and guests participating in networking opportunity

6:05 – 6:30 pm:  Networking opportunity in break-out rooms (5-6 person per room)  (suggested format – introduction by each member guest, estate planning services provided, current challenges or issues)

6:30 – 6:45 pm:  Welcome by President and monthly announcements (VP report on upcoming programs, Membership Chair announcements)

6:45 – 7:00 pm:  Introduction of the program sponsor;  Sponsor presentation;  Introduction of program speaker or panel

7:00 – 8:00 pm:  Main Program

8:00 – 8:30 pm:  Q&A;  Closing

 Meeting Sponsored by Santa Rosa Memorial Hospital


Last Day to RSVP: January 5, 2021


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