As a sponsor of the 29th annual DJCF/SWCF Professional Advisors Seminar, your firm is invited to attend events throughout the year to learn and network with other advisors. Please feel free to invite others within your firm who may be interested in attending, whether or not they were at our seminar.
Troublesome Gifts, Ethics and the IRS
Presented by Kent Weimer
Sometimes gifts come with legal, ethical or institutional complications. Come explore troublesome gifts and how to prepare yourself to handle them when they appear. A primary focus will be on gifts that may jeopardize a donor’s tax deduction and things to look for to help your clients avoid problems when it comes to tax time. The speaker has personally dealt with some of these cases. Some are ripped from the headlines, and others are taken from Tax Court cases. Many of the case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing the charitable deduction. We will explore all of these real-life case studies in an interactive manner that includes an open dialogue about the dilemmas presented, possible solutions and the impact on the donor and the charity. The focus will be on outcomes that benefit the donor, family and the charitable organization.
Wednesday, May 7 | Lunch – 12:00 – 1:00 PM
DJCF/SWCF | 2nd Floor Conference Room
12222 Merit Drive, Dallas, TX 75251
May Roundtable Registration
"*" indicates required fields