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December 14, 2016 Gift Planning Morning and Luncheon Seminar with Jonathan Tidd, Esq.
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Jonathan Tidd, Esq. is back with a December Morning Seminar, Luncheon and Afternoon Seminar at 3 West Club. Seminar - 10:00am-12:00pm Networking - 12:00pm-12:30pm Luncheon Seminar - 12:30pm-2:00pm

12/14/2016
When: 12/14/2016
10:00 AM
Where: 3 West Club
3 West 51st Street
New York, New York  10019
United States
Presenter: Jonathan Tidd, Esq.
Contact: PPGGNY
781-205-9383


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Wednesday, December 14, 2016 at 3 West Club
   
  Registration Prices
Registration Check-In: 9:30 am - 10:00 am         
     Type Member Non-Member
Morning Seminar: 10:00 am -12:00 pm    
  Morning Seminar $50 $75
Networking: 12:00 pm - 12:30 pm    
  Luncheon Seminar $60 $85
Luncheon Seminar: 12:30 pm - 2:00 pm
        Full Day $110
$160
          *Additional Onsite Registration Fee is $15*    

 

LIMITED ONSITE REGISTRATION AVAILABLE

We are very close to capacity and can only accept a few people for the morning and luncheon sessions.

We recommend arriving early to secure a spot but please note that spots may run out and you may not be able to register.

Please also note that there is an additional $15 charge added to the registration price for all onsite registrations.

 

If you have any questions, please contact our office at info@ppggny.org or 781-205-9383.

 


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 TiddJonathan 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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