Charitable Giving after Tax Reform

With a volatile market and the Tax Cuts and Jobs Act signed into law, clients are looking to you for guidance through this new and uncertain landscape. This presentation will provide examine changes in the new tax code that could affect your clients’ charitable planning. We’ll then look at several potential trends and strategies to watch for this year and highlight the clients who could benefit most from each.

Session Highlights

• New tax provisions that may impact your clients’ charitable giving


• Potential giving trends and strategies for 2018 and beyond