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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.
Current Events

 
Planning and preserving your clients estate and their charitable intentions

Our speakers led a discussion on ways to plan and preserve your clients' estate to
meet their charitable intentions through case study examples.

Leading our discussion: 

  • Joe Baldasare, The Dayton Foundation
  • Bill Bigham, Wright State University
  • Kim Cullman Estess, O'Diam & Estess Law Group
  • Patty Ioas, Elders Advisory Services
  • Sandra Pierce, Parallel Advisors
  • Michelle Lovely, Moderator

Click here to view bios

CLE's - 1.5 hours

CFP's - 1.5 hours

 

 


Location:

Wright State University Foundation Offices
3020 Colonel Glenn
Dayton, OH 45435


When:

May 16, 2019



Events

 
The Greater Dayton Partnership for Philanthropic Planning


Are you looking for opportunities to grow professionally, build your network with key individuals, and make a greater impact for your clients and organization? The GREATER DAYTON PARTNERSHIP FOR PHILANTHROPIC PLANNING (PPP) is committed to offering programs and services such as this that help its members to succeed in business and develop as professionals.

  • Educational seminars/meetings, committee participation—a forum to discuss issues affecting the planning giving and philanthropic industry.
  • Opportunities to network
  • FREE professional education credits
  • Information sharing and idea exchange
  • Updates regarding the latest legislative/tax changes and other important trends and issues effecting the industry
  • PPP members have access to the PPP local and national membership directory which lists the most successful and influential planned giving and philanthropy professionals in the greater Dayton area and nationally.





Midterm Update

Our Panelists:

• Lynn Burns, CPA, JD, CFP. Owner, Burns Tax Consulting, LLC
• Karen Crim, CPA, Senior Director- Tax Services for Nonprofits at RSM US LLP
• Keith Meyer, CFP, CRPC, Senior Vice President and a partner in the Hale/Meyer Group at Morgan Stanley.
• Mike Parks, President, The Dayton Foundation
• Sam Warwar, Partner, shareholder - Coolidge Wall Tax Department
• Michelle Lovely, VP, Development, The Dayton Foundation – Moderator

Click here to view panelist bios



Location:

University of Dayton, River Campus / Marshall Room, 1700 S Patterson Blvd, Dayton, Ohio 45409


When:

March 8, 2019

 


 

 




Practical Options for Practical Client Problems….How and Why to Include Charitable Plans in Lifetime and Estate Planning

This program will address what assets, at what time, and who should consider charitable plans that can help achieve a client’s personal planning objectives and philanthropy both. These plans can further estate, tax, retirement and financial planning goals, and can be made during lifetime and in estate planning both, for maximum advantages. A client can convert non-income producing assets into income producing for self and others, and utilize expensive assets for family to inherit like retirement plans, while attaining personal goals and significantly supporting favored charities. Gift arrangements can be funded PRE-TAX and create advantageous scenarios for a donor and family members, and still leave a significant gift to a Community Foundation for charities they have cared about during life. This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 2.50 total CLE hour(s), with 1.00 of attorney professional conduct instruction.

** CFP and CPA CE credits available.


Pamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training.


When:

November 14, 2018





Creative Charitable Planning with Closely-Held Family Businesses: A Case Study Approach

Closely-held business owners are some of the most charitable donors in the country, yet many choose to donate the worst asset possible… cash.  This session explored creative ways to use family business assets (C-corp, S-corp and LLCs) to optimally fund life-time and life-income gifts.


1. How C-corp donations can facilitate succession planning while using the lowest cost basis asset to fund current and future giving.
2. How S-corp stock triggers Unrelated Business Taxable Income (UBTI) which can be reduced by 50%.
3. How both C-corp and S-corp can be used to fund life income gifts.


Bryan K. Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP


When:

May 10, 2018