November 21, 2024 – Navigating the Sunset of the Tax Cuts & Jobs Act

When:
November 21, 2024 @ 11:30 am – 1:00 pm
2024-11-21T11:30:00-06:00
2024-11-21T13:00:00-06:00
Where:
Federal Reserve Bank
524 Liberty Parkway
Birmingham
35242
Contact:
Crystal Bowles

November 21, 2024

Panel Discussion: Navigating the Sunset of the Tax Cuts & Jobs Act

Join us for a joint meeting of the Alabama Association of Charitable Gift Planners and the Financial Planning Association as experts from across the financial, legal, tax, and nonprofit sectors dive into the upcoming expiration of key provisions of the Tax Cuts and Jobs Act in 2025. This collaborative panel discussion will explore how these changes are expected to impact financial planning, estate and tax strategies, and charitable giving.

Our panel of professionals will provide actionable insights and strategies to help advisors and nonprofits proactively prepare for these shifts.

Key Topics Include:

  • Overview of the Tax Cuts and Jobs Act provisions set to expire in 2025
  • Tax and estate planning strategies to consider before the sunset
  • How the changes will affect charitable giving and nonprofit planning
  • Best practices for interdisciplinary collaboration among advisors

Panelists:

Sarah Johnston, JD, Shareholder, Dentons Sirote

George Gaskin, JD, CAP®, Director of Planned Giving, Community Foundation of Greater Birmingham

Justin Davenport, CPA, CFP®, Senior Advisor, Welch Group

Joel C. Jones, CPA, CIA, CVA, ABV, CFF, CGMA®, Director, Kassouf & Co.

Whether you are advising clients or managing nonprofit fundraising strategies, this discussion will offer valuable perspectives on how to navigate the upcoming changes.

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