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December 13, 2017 Morning Seminars and Luncheon
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 Export to Your Calendar 12/13/2017
When: Wednesday, December 13, 2017
10:00 AM
Where: Map this event »
Bernstein Private Wealth Management
1345 6th Ave
New York, New York  10105
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 12/7/2017
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Schedule:

Registration Check-In: 9:30 am - 10:00 am
Morning Seminar: 10:00 am -12:00 pm
Networking: 12:00 pm - 12:30 pm
Luncheon Seminar: 12:30 pm - 2:00 pm

Pricing:

Morning Seminar Only - $50 Member / $75 NonMember
Afternoon Seminar Only - $60 Member / $85 NonMember
Full Day - $110 Member / $160 NonMember
  

 

Thank you to our program venue sponsor, Bernstein Private Wealth Management.

10:00 am - Two-Part Seminar

Part I: "Cases & Problems in Gift Planning"

Jon will discuss an array of real-world cases and problems based on his personal experiences with donors and charities, with references to the tax code, IRS rulings and court cases. Issue identification is one of the skills that will be particularly emphasized during these case presentations. This session is available for CPE, CLE, and CFRE credit.

Part II: "Ethical Questions in Charitable Gift Planning"

During this session Jon will pose a series of questions that will be familiar to, and should resonate with, development officers. These questions will raise ethics issues under New York rules of professional responsibility for lawyers. This session is available for CPE, CLE, and CFRE credit.


12:30 pm - Luncheon Seminar

"Annual Gift Planning Quiz"

Jon has been presenting his Annual Gift Planning Quiz to PPGGNY audiences for many years and it is one of the highlights of our program year. Once again he will challenge attendees with a series of questions that cover the whole spectrum of gift planning issues that involve tax and/or legal implications... and provide the answers at the end of the program. This session is available for CPE, CLE, and CFRE credit.

  

Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


 

About the Speaker

Jon Tidd

Jonathan Tidd, Esq.

Jonathan Tidd, Esq. is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana, and New York Bars.

 

Cancellation Policy:

Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered.

 
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