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DTSTART:20200318T150000Z
DTEND:20200318T160000Z
LOCATION:SOS Association Management - 7729 E. Greenway Road, #300, Scottsdale, AZ 85260
UID:1902320200318T150000ZFree Webinar Viewing: Charitable Giving and Tax Planning Strategies in the TCJA Era
DTSTAMP:20260420T043046Z
DESCRIPTION:\n**This event has been cancelled**\n ------\n\nAbout the Program\n \nThe tax act formerly known as the Tax Cuts and Jobs Act (TCJA) fundamentally altered the charitable giving and tax planning landscape for all donors. In this program, the presenter will summarize the major tax law provisions that impact charitable giving and donors, and identify and discuss key charitable giving and tax planning opportunities and strategies available to donors today.\n \nAbout the Speaker\n \nPatrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®, is a partner in the Personal & Succession Planning practice group of Thompson Hine LLP, in Cleveland, Ohio, and focuses his practice on counseling high net worth individuals, families, and closely-held businesses in a wide range of personal, charitable, business, tax, multi-generational wealth transfer, asset protection, and succession planning matters, and representing fiduciaries and beneficiaries in estate and trust administration, tax compliance, and fiduciary litigation matters. Patrick is a Fellow in the American College of Trust and Estate Counsel (ACTEC), a Certified Public Accountant (CPA) in Ohio, and is an Ohio State Bar Association (OSBA) Board Certified Specialist in Estate Planning, Trust and Probate Law. Patrick is currently serving as the Chair of University Hospitals' Diamond Advisory Group, is a past President of The Estate Planning Council of Cleveland, a past Chair of the Estate Planning, Probate, and Trust Law Section of the Cleveland Metropolitan Bar Association, a past Chair of Case Western Reserve University's Estate Planning Advisory Council, is ranked in Chambers HNW 2019 (Ohio: Private Wealth Law), and received the Estate Planning Council of Cleveland's 2017 Distinguished Estate Planner Award. [* = inactive CPA status]\n \nContinuing Education Credit\n \n*CFP CE Under Review*\n \nContinuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. \n \n*Available to the first 15 members to register. Due to limited space, if you are unable to attend, please email Anna Jovel, Account Executive, at info@caepc.org.\n
SUMMARY:Free Webinar Viewing: Charitable Giving and Tax Planning Strategies in the TCJA Era - Central Arizona Estate Planning Council 
PRIORITY:3
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