Calendar

Dec
12
Thu
Venture Philanthropy @ Saint Louis Club
Dec 12 @ 11:15 am – 1:15 pm

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Venture Philanthropy

Speaker: Travis Sheridan, President, Venture Café Global

CE pending approval CFRE 1.25, CLE 1.0

Jan
9
Thu
2019 Annual Planned Giving Update and “Ask Larry” session @ Saint Louis Club
Jan 9 @ 11:15 am – 1:15 pm
2019 Annual Planned Giving Update and “Ask Larry” session @ Saint Louis Club

Lunch and Presentation

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Annual Update

Speaker: Larry Katzenstein, Thompson Coburn

CE pending approval CFRE 1.25, CLE 1.0

Feb
13
Thu
Uses of Life Insurance in Charitable and Estate Planning @ Des Peres Lodge
Feb 13 @ 7:30 am – 9:00 am
Uses of Life Insurance in Charitable and Estate Planning @ Des Peres Lodge

Breakfast and Presentation

Breakfast 7:30-8:00 am, Opening Remarks and Speaker 8:00-9:00 am

Joint Meeting with Society of Financial Service Professionals

Topic: “Uses of Life Insurance in Charitable and Estate Planning.

Speaker: James Aussem, JD AEP,  Cavitch Familo & Durkin Co., LPA

About the talk: The focus of the address is charitable planning with existing life insurance and creative ways to leverage premium dollars into greater charitable giving. Life insurance is also examined as an asset to provide liquidity in estate planning and as a means to generate more tax free wealth to successive generations and more income to the current generation.

CE: Pending approval for CRFE 1.25, CLE 1.0, Insurance and CFP 1.0

Mar
12
Thu
Practical Ways to Donate Business Interests to Charity @ Saint Louis Club
Mar 12 @ 11:15 am – 1:15 pm
Practical Ways to Donate Business Interests to Charity @ Saint Louis Club

Lunch and Presentation

Speaker: Steve Gorin, Thompson Coburn

Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: Practical Ways to Donate Business Interests to Charity

Program Summary
• Donating just before closing a sale of the business that is in the works while addressing donor concerns about control during the sale process
• What sophisticated charities should do to receive a such a gift, and how charities without experience receiving such a gift can receive such a gift with only minimal work and zero risk
• What kinds of charitable vehicles are appropriate for gifts in what kinds of business interest

Attendees will learn tax and non tax issues when charities receive and donors donate business interests. They will learn appropriate receptacles for sophisticated charities to form and how other charities may be able to run the gift through a donor-advised fund with virtually no transaction costs to the charity. Attendees will learn the commonly used way to avoid the assignment-of-income trap for business interests, as well as which types of structures donors might use to avoid tax traps while controlling the sale.

CE pending approval CFRE 1.25, CLE 1.0

Apr
27
Mon
Strategies, traps and solutions for charitable uses of retirement assets @ Missouri Athletic Club Dowtown
Apr 27 @ 11:30 am – 1:15 pm
Strategies, traps and solutions for charitable uses of retirement assets @ Missouri Athletic Club Dowtown

Lunch and Presentation – Joint Meeting with the Estate Planning Council of St. Louis

Networking from 11:30- 12:00 pm, Lunch from 12:00 pm, Opening Remarks and Speaker 12:15-1:15 pm

Title: strategies, traps and solutions for charitable uses of retirement assets

Speaker: Chris Hoyt, Professor, UMKC School of Law

CE pending approval CFRE 1.25, CLE 1.0, 10. CPE, CFP, L&H in MO.

May
6
Wed
May 6, 2020 Annual Conference @ Logan University
May 6 @ 7:45 am – 4:00 pm

he Next Generation.