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Our panel discusses the charitable implications that may
come from the new administration, during our March 3rd program.



Marcus Owens presents ‘What to Do if the IRS
Comes Knocking’ to the Dayton Chapter of the PPP.



Michael Barnes, of the Johnson Trust Company,
addresses PPP of Greater Dayton members about
the impact of the Ohio Legacy Trust Act
during the PPP of Greater Dayton’s September program.


PPP Dayton members enjoy networking and
fellowship during the Holiday reception.
Events

Our Program Schedule:

You're invited!
 
PPP Panel Event - Register Now!!!

Five local experts, with specialties in law, finance, taxes and philanthropy, will address a variety of topics related to taxes, philanthropy, investing and business.

To register, visit:  https://www.eventbrite.com/e/ppp-panel-event-tickets-42743716607

Our Panelists:

  • Karen Crim, CPA, Senior Manager Tax Services for Nonprofits at RSM US LLP
  • Dan Johnson, CFP, Vice President, Wealth Management Advisor Merrill Lynch Wealth Management
  • Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC
  • Mike Parks, President, The Dayton Foundation
  • Sam Warwar, Partner, Coolidge Law
  • Michelle Lovely, VP, Development, Dayton Foundation - Moderator

Registration and Networking: 7:30a - 8:00a

Panel Program: 8:00a - 9:00a

Cost: Free to all PPP Dayton Members and Guests

Refreshments: Breakfast will be provided

Continuing Education: This program is not eligible for continuing education credits



Location:

The Dayton Racquet Club
Kettering Tower
40 N Main St- 29th Floor
Dayton, OH 45423


When:

Fri, March 2, 2018
7:30 AM – 9:00 AM EST




September Program Power Point – Professional Advisors and Gift Officers

Click to view Power Point

 


Presented by Marcia Inger Navrátil, JD