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Association of Charitable Gift Planners
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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!
 
Midterm Update (register)

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

Registration and Networking: 7:30a - 8:00a
Program: 8:00a - 9:30a


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

To Register:  CLICK HERE



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




Panel Discussion with 5 Local Experts

Panelists:  Five local experts, with specialties in law, finance, taxes and philanthropy, addressed a variety of topics related to taxes, philanthropy, investing and business. The panel included: 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 and Sam Warwar, Partner, Coolidge Wall.



When:

March 2, 2018




Special Needs Planning

Attorney Brittany O’Diam and Doug Jackson, Deputy Director for the Ohio STABLE program, discussed options when it comes to Special Needs Planning, including Special Needs Trusts and ABLE Accounts.



When:

May 12, 2017