Conrad Teitell Charitable Gift Planning..ethical considerations; tax considerations
Wednesday, September 25, 2013
5:15 p.m. - 7:00 p.m.
The University Club, 17th & Sherman,
Please join us for Mr. Conrad Teitell, Charitable Gift Planning...ethical considerations; tax considerations
The ethical rules for the various professions involved in charitable gift planning will be covered in half the session using a number of hypoethicals. The other half will cover tax planning strategies for outright and split-interest charitable gifts taking the latest tax laws into account.