Aligning Charitable Giving Strategies with Important Tax Considerations - Boston, MA

Oct 21, 2015 03:00pm -
Oct 21, 2015 06:00pm

Event Description




The New England Chapter of the American Association of Attorney-CPAs invites you to a

panel discussion co-sponsored by U.S. Trust, Bank of America Private Wealth 

Management and M. Robinson & Company about philanthropic giving strategies
and the tax-related consequences and implications.




Giving Back to Society:

Aligning Charitable Giving Strategies with Important Tax Considerations 

Wednesday, October 21, 2015

2:45 pm - 6:30 pm



Ramsey H. Slugg, National Wealth Strategies Group, U.S. Trust

Henry B. Greenberg, J.D., LL.M., CFP, Wealth Planning Solutions, 

Northeast Division Executive, U.S. Trust

Morris N. Robinson, Esq., CPA, LL.M, M. Robinson & Company
Patricia Weisgerber, Esq., LL.M, M. Robinson & Company  

Jodi Wolin, Rose Kennedy Greenway Conservancy






About the Event

As we get closer to the end of the year, many of our clients consider charitable gifting. The importance of gifting is evident as shown in the 2015 U.S. Trust Insights on Wealth and Worth® survey, which indicates that 78% of respondents consider giving back to society as a vital component to a meaningful and well-lived life. These gifts represent not only our clients' passions and interests, but can also trigger significant financial and tax implications. With the increasing importance of gifting, are you properly prepared to answer these client needs? Please join us for a panel discussion to explore philanthropic strategies and the associated tax considerations. This program is especially important to professionals serving the new market of high net worth millennials.


What You Will Learn

You will obtain important practical skills in helping high net worth individuals, including millennials, "give back." Our distinguished panel will discuss the practical and tax considerations involved in:


     1. Gifting unique assets, such as art, land and conservation easements to nonprofits.


     2. The non-profit's perspectives on the acceptance of such unique gifts.


     3. Creating charitable remainder and lead trusts.


     4. Creating private foundations and setting up donor-advised funds.


In each case, the focus will be on the practical considerations involved.


About the Speakers

Please click on each name below to read the speaker's biography. 


Ramsay H. Slugg

Managing Director, National Wealth Strategies Group

U.S. Trust


Henry B. Greenberg, J.D., LL.M., CFP

Managing Director and Wealth Planning Solutions Northeast Division Executive

U.S. Trust


Morris N. Robinson, Esq., CPA, LL.M

Founder and Managing Director

M. Robinson & Company


Patricia Weisgerber, Esq., LL.M 


M. Robinson & Company


Jodi Wolin
Director of Development
Rose Kennedy Greenway Conservancy


Date & Time

Wednesday, October 21,2015

2:45 p.m. - Registration

3:30 p.m. - 5:15 p.m. - Program

5:15 p.m. - 6:30 p.m. - Networking and Reception 



U.S. Trust, Bank of America Private Wealth Management

100 Federal Street, 2nd Floor

Long Lane Room

Boston, Massachusetts 02110



This program qualifies for 2 credit hours of Continuing Professional Education (CPE) for

Certified Public Accountants (CPA) in Tax.


Free Admission

Admission is free for all business professionals. 





Photo identification will be required as you enter the lobby of 100 Federal Street. Please allow 10 minutes for building registration.





Special thanks to U.S. Trust, Bank of America Private Wealth Management

 for hosting and sponsoring this event. 




U.S. Trust operates through Bank of America, N.A., Member FDIC.

© 2015 Bank of America Corporation. All rights reserved. 





Event Type:Chapter Meeting
Early registration ends on Aug 30, 2015.
Regular registration starts on Aug 31, 2015 and ends on Oct 20, 2015.
Late registration starts on Oct 21, 2015.