Charitable Tax Seminar for Professionals on June 2

May 4, 2011 at 11:50 am | Posted in Press Releases | Leave a comment

The Jewish Federation of Cleveland’s Professional Advisory Council is hosting the 39th annual Charitable Tax Seminar entitled, “Helping Your Clients Live Well Today & Plan for Tomorrow.”  Topics will include estate planning for today’s times, charitable planning and donor intent, understanding inheritance controversies, bond portfolios in a volatile fixed income market and a conversation on welcoming newcomers through the Global Cleveland Initiative.

The seminar is on Thursday, June 2, 2011, at the Jewish Federation of Cleveland, Mandel Building, 25701 Science Park Drive, Beachwood.  Registration and a continental breakfast begin at 7:30 a.m. (kosher dietary laws observed).  The program starts at 8:00 a.m., includes lunch with a speaker and concludes at 1:30 p.m.  Cost is $70 per person (not deductible for charitable tax purposes), which includes registration, seminar materials, certification as appropriate for 3.50 hours of presentations, breakfast and lunch.  There is no charge for summer and first-year associates.

Alan Gordon Lipson, CPA, MBA, J.D., Lipson Consulting, is the seminar chair.  Ellen E. Halfon, Esq., Counsel, Baker Hostetler, is the Professional Advisory Council chair.  Featured speakers include:

•    F. Scott B. Geneva, Esq., Partner, Meyers, Roman, Friedberg & Lewis

•    Louis B. Geneva, Esq., Of Counsel, Meyers, Roman, Friedberg & Lewis

•    Caprice H. Bragg, Esq., Senior Vice President for Gift Planning and Donor Relations, Cleveland Foundation

•    Alan D. Gross, Esq., Vice President, Jewish Federation of Cleveland

•    Marcia J. Wexberg, Esq., Partner, Calfee, Halter & Griswold LLP

•    David L. Drechsler, Esq., Partner in Charge of the Cleveland Office, Buckingham, Doolittle & Burroughs, LLP, Cleveland

•    Ronald F. Wayne, Esq., Partner, Buckingham, Doolittle & Burroughs, LLP, Cleveland

•    David W. Woodburn, Esq., Partner, Practice Group Leader for the Trusts and Estate Practice Group, Buckingham, Doolittle & Burroughs, LLP, Akron

•    Laura LaRosa Armstrong, First Vice President and Director of Fixed Income, Glenmede, Philadelphia

•    Elaine B. Eisner, J.D., Principal, Eisner Gohn Group

•    Kauser Razvi, President, Strategic Urban Solutions and Lead Consultant to Global Cleveland

The seminar is designed to assist accountants, attorneys, trust officers, and financial and insurance professionals in advising their clients on estate planning, tax and charitable issues, thereby benefiting both donors and charitable organizations.  Credits are confirmed for attorneys, accountants and certified financial planners.  The Federation has applied for continuing education credits for insurance professionals.

The Jewish Federation of Cleveland’s Professional Advisory Council provides educational seminars for Federation donors and professional advisors in an effort to help clients with charitable gift planning.

For more information or to register, go to www.jewishcleveland.org or contact the Federation, 216.593.2860 or e-mail philplan@jcfcleve.org.

— Jewish Federation of Cleveland —

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