March 15, 2018- Charitable Planning With Retirement Accounts

March 15, 2018 @ 11:30 am – 1:00 pm
Harbert Center
2019 4th Avenue North
AL 35203
Members: Free Guests: $10
Megan Wilson

Charitable Planning With Retirement Accounts

An update on how the new tax law affects tax planning for charitable gifts, and how most people over age 70 1/2 should use their IRAs as the main source of their charitable gifts. Plus a charitable gift planner’s guide to securing income tax savings with charitable bequests from any type of retirement plan.

Speaker: Christopher Hoyt

Chris a Professor of Law at the University of Missouri Kansas City) School of Law where he teaches courses in the area of federal income taxation and business organizations. Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt has served as the Chair of the American Bar Association’s Committee on Charitable Organizations (Section of Trusts and Estates) and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a “Best Lawyer”. He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils. He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.

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