Workshop for Attorneys and Estate Planners
Tue, Oct 29
|Punxsutawney
The Punxsutawney Area Community Foundation, Inc. will host a workshop for attorneys and estate planners at The Inn at Punxsutawney.
Time & Location
Oct 29, 2024, 9:00 AM – 12:00 PM
Punxsutawney, 188 Alliance Dr, Punxsutawney, PA 15767, USA
About the event
The Punxsutawney Area Community Foundation, Inc. will host a workshop for attorneys and estate planners on Tuesday, October 29th beginning at 9:00 AM. The workshop will be held at The Inn at Punxsutawney (formerly the Cobblestone Inn) and will conclude by noon. Light refreshments will be served.
The workshop will address a number of tax and estate issues with a focus on planning for charitable giving through tax and estate planning. Topics addressed during the workshop will include Federal Estate, Gift, and Inheritance Taxes; the impact of the expiration of the Tax Cuts and Jobs Act in 2026; and common gift giving strategies including planning for gifts of cash and appreciated assets, using donor advised funds to manage taxes and meet charitable objectives, and planning for retirement assets (Secure Act - loss of the “stretch IRA”, Charitable IRA rollovers, Charitable Trusts).
Adopting effective strategies to meet charitable estate planning goals…