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Statewide

Earn CE Credit: Philanthropy Forum with Robert Sharpe

Philanthropy in 2021: Here Today, Gone Tomorrow? - Helping Clients Benefit from Today's Opportunities While Planning for an Uncertain Future

Thursday, May 13, 2021
12-1:30 p.m., PST

Register Here

The new administration is proposing major changes in federal estate and gift taxation.  At the same time, special charitable tax incentives included in Covid relief packages have been extended through 2021.  As a result, it may be possible through creative charitable gift planning for clients to accomplish substantial philanthropic objectives while also achieving personal financial and estate planning goals.

Thanks to our current virtual world, this session is free and open to all professional advisors. We encourage you to invite your colleagues to join us.

Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy and CFP Board.

There is no charge for this program.

Special thanks to our event sponsor:

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