CE Credit Teleconference

Date: 9/4/2014
Time: 11:30 AM - 2:00 PM
Location: FSB 515 Main St. Cedar Falls

 Tom Abendroth, partner with Schiff Hardin LLP and Skip Fox, partner with McGuireWoods LLP will discuss important developments in charitable planning tax strategies.


  • 2.5 CTFA (Tax)
  • CFP 2.0 credits
  • 2.0 CPEs for CPAs: Taxes
  • 2.0 CLEs (includes ethics)


  • Impact of Higher Income Tax Rates
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Recent Case Law on Conservation Easements
  • Rules Governing Supporting Organizations
  • Private Foundations vs Donor Advised Funds

Friday, August 29th

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