March 2020 Webinar - CANCELLED

Date: Wednesday, March 11, 2020
Time: 12:00pm - 1:00pm
Location: BDO Two Union Square, 601 Union Street, Suite 2300 Seattle, WA 98101
Speaker: Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEPĀ®

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*We can no longer host this webinar, if you were registered you should have received a direct link to watch the webinar from your own computer.

Charitable Giving and Tax Planning Strategies in the TCJA Era

Presented by National Association of Estate Planners & Councils

Wednesday, March 11, 2020

*Brown Bag Lunch*

Speaker: Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®

The tax act formerly known as the Tax Cuts and Jobs Act (TCJA) fundamentally altered the charitable giving and tax planning landscape for all donors. In this program, the presenter will summarize the major tax law provisions that impact charitable giving and donors, and identify and discuss key charitable giving and tax planning opportunities and strategies available to donors today.

Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®, is a partner in the Personal & Succession Planning practice group of Thompson Hine LLP, in Cleveland, Ohio, and focuses his practice on counseling high net worth individuals, families, and closely-held businesses in a wide range of personal, charitable, business, tax, multi-generational wealth transfer, asset protection, and succession planning matters, and representing fiduciaries and beneficiaries in estate and trust administration, tax compliance, and fiduciary litigation matters. Patrick is a Fellow in the American College of Trust and Estate Counsel (ACTEC), a Certified Public Accountant (CPA) in Ohio, and is an Ohio State Bar Association (OSBA) Board Certified Specialist in Estate Planning, Trust and Probate Law. Patrick is currently serving as the Chair of University Hospitals' Diamond Advisory Group, is a past President of The Estate Planning Council of Cleveland, a past Chair of the Estate Planning, Probate, and Trust Law Section of the Cleveland Metropolitan Bar Association, a past Chair of Case Western Reserve University's Estate Planning Advisory Council, is ranked in Chambers HNW 2019 (Ohio: Private Wealth Law), and received the Estate Planning Council of Cleveland's 2017 Distinguished Estate Planner Award. [* = inactive CPA status]

 

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