The newly drafted tax code provides a first step on what is likely to be a long road, but leaves a considerable amount of uncertainty with respect to its impact on individuals, businesses and institutions. While some await greater certainty, the wait-and-see approach holds certain disadvantages for certain families and individuals that are actively involved in philanthropy and multi-year gifts. Now is very likely the time to accelerate those gifts and lock in higher savings before the end of the year. 

Listen to the replay of our tax code changes and charitable giving webinar, where our experts shared their perspectives on the proposed tax changes, the potential future reduction in tax benefits for charitable giving, and giving strategies to consider now before the end of 2017.  

Also, please read our latest thinking on the proposed tax changes, including Four Key Points in the Latest Republican Tax Proposal and Tax Planning in the Face of Political Uncertainty.   

REPLAY ACTIVE UNTIL DECEMBER 31, 2017
If you are unable to join us on October 25, a digital replay will be available either through the Webinar link or by calling the appropriate number here. The passcode for all those calling into the replay is 9166881.

WEBINAR SLIDES

Click here to access the webinar presentation slides.

FEATURED SPEAKERS

Joan Crain 
National Wealth Strategist

Avery Tucker Fontaine
Head of Strategic Philanthropy

Keith Kellum
Senior Wealth Analyst

William F Morgan
Senior Investment Officer 

Continuing Educational Credits
Approval is pending for CFPs, CTFAs and attorneys in applicable states.

Participants maintaining their CPA certification are eligible to receive one credit.
The Bank of New York Mellon is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2471. NASBA phone number: 615 880 4200 Web site: www.nasba.org