The Harrison County Community Foundation and Mason Investment Advisory Services, Inc. Present:

Charitable Giving after Tax Reform – How to Help Your Clients Navigate the New Rules

Charitable giving after the recent tax reforms has changed. Some of the old giving strategies do not apply now. What specifically has changed and how can donors benefit from the new rules? Please join us at this session to learn more about how today’s donors have shifted their strategies to maximize their giving dollars for their most cherished charitable causes. Topics to be discussed in this session include: changes in gift rules and standard deductions, changes in actual giving between 2017 and 2018, planning strategies to maximize tax benefits and additional topics.

Presenter from Mason Investment Advisory Services, Inc.

Randy Ryan, CPA/PFS, MS joined Mason Investment Advisory Services in April, 2007.  Prior to joining The Mason Companies, Mr. Ryan was a Senior Manager at Watkins, Meegan, Drury & Co. in Bethesda, Maryland.  Prior to that, Mr. Ryan worked for the American Institute of CPA’s as a Senior Technical Manager in Washington, DC, PriceWaterhouseCoopers in Columbus, Ohio, and KPMG in Mountain View, CA.  He received a Masters of Science with a concentration in Tax from the University of Virginia in May 1995 and a Bachelor of Science in Business Administration with a major in Accounting and Management from Ohio Northern University in 1994.  He obtained his Certified Public Accountant designation in 1999 and the AIPCA’s Personal Financial Specialist designation in 2000.  Mr. Ryan currently serves as a member of the AIPCA’s Personal Financial Planning Executive Committee.

Date, Time, Location
September 27, 2019

SCHEDULE
Registration and Breakfast: 8:00am
Continuing Education Session: 8:30am to 10:45am

LOCATION
Harrison County Community Foundation
1523 Foundation Way NE
Corydon, Indiana 47112
www.hccfindiana.org
Main: (812) 738-6668
Fax: (812) 738-6864

Cost: FREE

Learning objectives include:

  • Summarize the key changes in the 2018 tax law affecting donors
  • List three reasons why giving is predicted to go down going forward
  • Identify four planning strategies to maximize your clients’ tax benefits
  • Define the factors that affect a donors ability to deduct charitable contributions

Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers, Insurance Agents and any other professional advisors with an interest in helping their clients navigate the new tax law for philanthropic purposes.

To register:
www.hccfindiana.org/events

All Continuing Education Credits are Pending Approval:

  • CPAs may earn 2 Continuing Professional Education credits– Finance (1) and Economics (1.) Please see below for more NASBA related information.
  • Attorneys may earn 2 Continuing Legal Education credits.
  • Certified Financial Planners may earn 2 Continuing Education credits.
  • Bank Trust Officers may earn 2.5 CTFA credits.
    ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. “Charitable Giving after Tax Reform – How to Help Your Clients Navigate the New Rules” is pending approval for 2.5 CTFA credits. This statement is not an endorsement of this program or its sponsor.
  • Insurance Agents may earn 2 Continuing Education credits.

Prerequisites:
None

Advanced Preparation:
None

Program Level:
Overview

Delivery Method:
Group Live

Conference Policies:
For more information related to this program, please contact:
Kim Harmon
Director of Development
Harrison County Community Foundation
1523 Foundation Way NE
Corydon, Indiana 47112
kimh@hccfindiana.org
www.hccfindiana.org
Main: (812) 738-6668
Fax: (812) 738-6864

For information related to complaints, please contact:
Will Thorpe
Chief Marketing and Development Officer
Mason Investment Advisory Services
11130 Sunrise Valley Drive
Suite 200
Reston, VA 20191
T: (703) 716-6000
F: (703) 716-6020
wthorpe@masoncompanies.com
www.masoncompanies.com

Mason Investment Advisory Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.