Community Foundation to sponsor local seminar
on new tax laws for professional advisors
FREDERICKSBURG, VA. (Sept. 3, 2013) Attorneys, CPAs and Financial Advisors from throughout the Rappahannock Region are invited to attend the 21st annual Estate & Charitable Gift Planning Institute in September. The live webcast is sponsored nationally by The Salvation Army and regionally by the Northern Piedmont Community Foundation, in partnership with The Community Foundation.
The event will be held from 10:15 a.m. to 4:30 p.m., Wed., Sept 25 at Germanna Community College's Daniel Technology Center in Culpeper. The cost willl be $25, including lunch. It will be at select locations throughout the nation at the same time.
Participants will be eligible for five continuing education credits, including one on the subject of professional ethics. They include: five hours CFP, six hours CPE (including one Regulatory Ethics credit), five and three-quarter hours CTFA or five hours CLE (including one Ethics credit).
This year's live institute will focus on the changing climate of estate and charitable planning, including pertinent changes in the American Taxpayer Relief Act of 2012, implemented this year. The presenters will address the impact of the new tax law and other recent developments impacting estate planning. They will also discuss creative and practical techniques for estate and charitable planning in light of these changes.
"Educating Professional Advisors is a 'win-win' for both their clients and for non-profit philanthropic organizations," said Teri McNally, Executive Director of The Community Foundation. "We bring added value to the professionals' services because we have a unique perspective on estate planning and charitable giving. There have been significant changes in the laws governing charitable giving and we want professional advisors to know about them."
Ann B. Burns and Kathryn W. Miree will present the forum. Burns, an attorney and a principal with Minneapolis-based Gray Plant Mooty, is also a certified public accountant. She represents multi-generational families of wealth throughout the country, assisting and guiding them in their relationships with trustees and other advisors. She also represents individual and corporate trustees in estate and tax planning, as well as in fiduciary controversersies in state and federal courts.
Miree is President and Primary Consultant for Kathryn W. Miree and Associates in Birmingham, AL. Miree provides a full range of planned giving, endowement and foundation management services designed to help charities build long term financial stability through planned gifts and endowments.
About The Community Foundation
Established in 1997, The Community Foundation is a vehicle for people of all means to make a lasting different in the community causes they care about. Our central purpose is to serve th e needs and philanthropic aims of donors who wish to better our community, now and in the future.We do this by providing donors with flexible, efficient and tax-effective ways to ensure their charitable giving achieves the greatest possible impact. The Community Foundation is a 501©(3) non-profit organization, administered by a board of volunteer local leaders. We now administers over 100 charitable funds, valued at $15 million. Proceeds from these funds provide annual grants to nonprofit organizations and scholarships to deserving students.