Elon University will host the Crescendo GiftLaw Teleconference on Thursday, Oct. 2 from 3 p.m.-5:15 p.m. in Belk Library Room 206. Continuing Education Credits have been approved for CPAs, CFP’s, CTFA’s and Attorneys. The topics Creative Unitrusts and CARE 2003 will be covered by faculty including:
- Reynolds Cafferata, JD principal in the tax Department of Bingham McCutchen LLP
- Cynthia Krause, JD president of Wilson and Krause a philanthropic advisory services firm
- Claudia B. Sangster, JD philanthropy director for myCFO, Inc. an integrated financial services company serving the high-net-worth individual
- A. Charles Schultz, JD president of Crescendo Interactive, Inc.
- Jerry J. McCoy, LLB, LLM an independent attorney in Washington, DC specializing in charitable tax planning, and estate planning.
Topics to be discussed:
- Washington Update
- Creative Unitrusts
- Use of new tax rates
- LLC and Partnership Unitrusts
- Business Sale Term Unitrusts
- Flexible FLIP Unitrusts
- CARE Act Unitrust
Please share this information with your colleagues who are interested in learning more about the use of Charitable Remainder Unitrusts, and the CARE Act of 2003.
There is NO charge for this opportunity to earn Continuing Education Credits, however, those who plan to attend should RSVP to Beverly McQueen at 336-278-7471 or email bmcqueen@elon.edu by Wednesday, October 1.