Elevating philanthropy through relationships and insights into gift planning
Making taxes work for you and your donors - Biden Tax Proposals
Lynn Evans, Senior Fiduciary Advisory Specialist will be joined by his colleagues Josh Rogers, a Wealth Planning Strategist, and Brook Kramer, a Philanthropic Specialist from the Wells Fargo Private Bank.
Lynn will moderate this panel discussion and provide an update on the current tax proposals before Congress, and discuss ways to approach planned giving discussions in a changing tax environment.
A link to the Zoom event will be sent a couple days before the event.
Planned Giving 101 in conjunction with AFP
More info to come...
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Utah Planned Giving Roundtable
P.O. BOX 1526
Salt Lake City, UT 84110