2021 Tax Changes: What you need to know – how it may affect your way of living and your way of giving
Possible changes coming to income, capital gains, gift and estate taxes could be substantial and far-reaching, and could have a profound effect on a wide variety of financial spheres.
Join the Bartholomew Foundation’s Founding Members, donors, and friends on Friday, June 11, at 4:30 PM ET to learn about the latest income, estate and capital gain tax proposals gaining steam in Congress, and how these possible changes may have an impact upon you and your ways of giving.
This session will be led by Jonathan Gudema, Esq. He will update us on these potential law changes, as well as essential steps that everyone needs to consider for their retirement and estate plans, particularly in light of sweeping changes being proposed in Congress regarding income, estate and capital gain taxes. He will also review charitable estate giving options that will help you establish your own philanthropic legacy, particularly in regards to helping secure the financial foundation of the Ecumenical Patriarchate.
In 2011, Jonathan, a consultant for the Ecumenical Patriarch Bartholomew Foundation, launched Planned Giving Advisors LLC, where he provides consulting services to nonprofit planned giving programs while also serving as in-house counsel to a Family Wealth Office. He has been an attorney since 1995 and has also worked with numerous nonprofits and their supporters in developing legacy giving plans.
Free, but registration is required.