Event
SSPGC July 17, 2019 Luncheon Meeting
SSPGC July 17, 2019 Meeting: How has the New Tax Law Effected Gifting and Estate Plans? Learn from a panel of professionals who are in the trenches.
The new Tax Law (Jan 2018) has been in place for a year and half. What practical effects have resulted? What should we be talking about with our clients and our donors, and what can we learn from each other that is transferable to what you do?
Was gifting in 2018 up or down? ANSWER: It depends. It depends which segment(s) you work in, it depends on the profession, it depends . . .
How can gifting be up? While at the same time down? And if you remove certain huge gift anomalies, then what does it look like?
What are your clients/donors biggest misconceptions about the new tax law? What are our experts saying to clear up the misinformation that continually floats around in our planning world?
Bill Zook JD work for many years in Seattle with the Dean of Planned Giving, Frank Minton, and now is the principal consultant for Evergreen Planned Giving, LLC. He is joined by Estate Planning attorney Bob Pittman JD, CAP® Law Offices of Robert C Pittman, and Stacey Guadnola CAP®, Director of Philanthropic
Engagement at the Greater Tacoma Community Foundation.
COME LEARN from this wonderful panel of professionals who are working daily with non-profits and donors around Puget Sound. pick up new knowledge and add your comments. Bring your questions.
TOPIC: Effects of the New Tax Law 1.5 years into the change. What has happened in gifting, what you need to know now and what should you be doing to help donors and clients plan for the remainder of 2019?
WHO: Bill Zook JD, Principal, Evergreen Planned Giving, LLC
Bob Pittman JD CAP®, Estate Planning Attorney, Law Offices of Robert C Pittman
Stacey Guadnola CAP®, Director of Philanthropic Engagement, Greater Tacoma Community Foundation
WHEN: Wednesday, July 17, 2019 | 11:30 AM 1: 00 PM
WHERE: LaQuinta Inn; Conference Center | 1425 E. 27th Street, Tacoma, WA 98421 | (253) 383-0146 | Conference Center (N. End of Hotel, on Portland Ave. side)
COST: SSPGC and WPGC Members: $20 | Non-Members: $30
LUNCH CHOICES:
1. Cod filet baked in garlic white wine lemon butter served with rice pilaf and fresh vegetables
2.Chicken Caesar Salad - Grilled chicken strips, croutons, crisp romaine lettuce, tossed in classic Caesar dressing with grated parmesan
3. Vegetable Stir Fry - Stir fried snow peas, broccoli, onions, carrots, celery, mushrooms and bean sprouts in a honey teriyaki glaze served over rice
You must register on this site for this event. Pay by credit card through PayPal or choose Pay at Door.
We are excited to bring this informative program to you.
Robin Echtle, President and Rick Oldenburg CAP®, Executive Director
South Sound Planned Giving Council
2019 Officers:
Robin Echtle, President; Tacoma Lutheran Retirement Foundation
Jeanne Sacks CPA CGMA, Treasurer; Johnson Stone Pagano
Beverly Cox CFP CAP®, Secretary; Beverly Cox Planning
2019 Board members:
Todd Blodgett JD, Immediate Past President, Attorney; Eisenhower Carlson PLLC
Emma Conway CFRE, Philanthropy Advisor; Boys & Girls Clubs of S. Puget Sound
Jeff Myers JD LLM, Sr. Vice President, Private Client Mngr; Bank of America Private Bank
Doug Page CAP®, Executive Director of Gift Planning; Pacific Lutheran University
Tom Ryan CEPA , Vice President, Bernstein Private Wealth Management
Norma Schuiteman CAP®, Executive Director; Community Foundation of South Puget Sound
Dan Stoehr, Executive Director; REACH Ministries
Alison Yeager JD LLM CPA, Trust Officer, Regional Director; Union Bank
Emeritus Board members:
Ed Larson, Planned Gift Specialist, Pacific Lutheran University (Retired)
Mary McNally CPA, Treasurer; Johnson Stone Pagano (Retired)
FUTURE MEETING DATES:
Wednesday, August 21st
FRIDAY, SEPT 27th PHILANTHROPY SUMMIT 8am-3pm Philip Hall, UWT
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LocationLa Quinta Inn and Suites - Conference Center (View)
1425 East 27th Street
Tacoma, WA 98421
United States
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