Charitable Giving and Tax Planning Strategies in the TCJA Era (Webinar)

Date: Tuesday, March 24, 2020
Time: 2:00pm - 3:00pm
Location: Sunrise Retirement Community (5501 Gordon Drive Sioux City IA 51106) -hosted by Janet Dorale
Speaker: Speaker: Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEPĀ®

Hello SEPC Members!

Please join us at the next Robert G. Alexandar Webinar offering. Janet Dorale, Director of Fund Development and Volunteer Services at Sunrise Senior Living has graciously offered to provide the space for all of the program dates. 

Please RSVP if planning to attend!  

About the Webinar:

The tax act formerly known as the Tax Cuts and Jobs Act (TCJA) fundamentally altered the charitable giving and tax planning landscape for all donors. In this program, the presenter will summarize the major tax law provisions that impact charitable giving and donors, and identify and discuss key charitable giving and tax planning opportunities and strategies available to donors today.

About the Speaker:

Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®, is a partner in the Personal & Succession Planning practice group of Thompson Hine LLP, in Cleveland, Ohio, and focuses his practice on counseling high net worth individuals, families, and closely-held businesses in a wide range of personal, charitable, business, tax, multi-generational wealth transfer, asset protection, and succession planning matters, and representing fiduciaries and beneficiaries in estate and trust administration, tax compliance, and fiduciary litigation matters. Patrick is a Fellow in the American College of Trust and Estate Counsel (ACTEC), a Certified Public Accountant (CPA) in Ohio, and is an Ohio State Bar Association (OSBA) Board Certified Specialist in Estate Planning, Trust and Probate Law. Patrick is currently serving as the Chair of University Hospitals' Diamond Advisory Group, is a past President of The Estate Planning Council of Cleveland, a past Chair of the Estate Planning, Probate, and Trust Law Section of the Cleveland Metropolitan Bar Association, a past Chair of Case Western Reserve University's Estate Planning Advisory Council, is ranked in Chambers HNW 2019 (Ohio: Private Wealth Law), and received the Estate Planning Council of Cleveland's 2017 Distinguished Estate Planner Award. [* = inactive CPA status]

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