19th Annual Professional Advisor Seminar

221 South 4th Street,Louisville KY 40202

13 May, 2022

Description

Learn Best Practices for Estate & Charitable Planning! Please join the Community Foundation of Louisville and the Community Foundation of Southern Indiana for our 19th Annual Professional Advisor Seminar - in person! Our guests will be Stephanie Loomis-Price, J.D., Winstead PC, Chair of Fiduciary Litigation; and Turney Berry, J.D., Wyatt, Tarrant & Combs, Chair of Trusts, Estates & Personal Planning Service Team. They will be covering defined value gifts, valuation, IRS items of note, and the role charitable gift planning can play for your clients. Sponsored by: Wyatt Tarrant & Combs LLP and MCM CPAs & Advisors