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Basics of Planned Giving: Session 1 – Tax Basics

October 12 @ 12:00 pm - 1:00 pm

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. Sessions are online via Zoom and will not be offered at individually – you must sign up for the entire series.

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

Register: sspgcouncil.org/events-page/

Details

Date:
October 12
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC

Details

Date:
October 12
Time:
12:00 pm - 1:00 pm
Event Category:

Venue

Virtual

Organizer

SSPGC