Calendar

If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.

Sep
19
Wed
September 19, 2018- Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You and Your Favorite Charity @ Loma Linda University Health, Drayson Center, Collins Auditorium
Sep 19 @ 11:30 am – 1:30 pm

Tax Cuts and Jobs Act: What the Tax Reform Bill Means for You and Your Favorite Charity

The most significant tax reform in three decades was signed into law on December 22, 2017. Attend this high-level overview of some of the most significant changes, with an emphasis on provisions that affect incentives for charitable giving.

Speaker: Michelle C. Herting, CPA

Michelle provides a boutique service that combines tax planning and trustee work with litigation and attorney support. She has twenty years of experience working with local law firms as a trustee and trust advisor. Michelle is the president-elect of our local council of the National Association of Charitable Gift Planners. She is the vice president of the Estate Council of Riverside County and a frequent speaker at the Osher Institute at UC Riverside. This year, she also celebrates her thirtieth tax season. With no intentions of slowing down, she successfully passed the prestigious AICPA Accredited Business Valuation exam last year.

Nov
14
Wed
November 14, 2018- Looking for Gifts in all the Right Places @ University of Redlands
Nov 14 @ 11:30 am – 1:30 pm

Looking forGifts in All the Right Places

Speaker: Aviva Boedecker, Senior Consultant Sharpe Group