Tax Basics
with
- Jeanne Sacks CPA, CGMA, CAP®, Tax Manager, Johnson Stone Pagano
- Rick Oldenburg CAP®, Principal Consultant of Oldenburg & Associates
Outline:
I. Income tax
II. Estate tax
A. Federal
B. Washington state
III. Gift tax
IV. Generation Skipping Tax (GST)
V. Charitable deductions/exclusions
Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. If in-person instruction is offered, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch!
Cost (for entire 7 session series):
- $45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
- $95 (+$2.50 for online registration) for non-members, includes SSPGC membership