The South Texas Chapter of the American Academy of Attorney-CPAs presents:

Donating Complex Assets to Charity: Case Studies and Best Practices

 Presented by: Nathan Daley and Daniel Tarsha,CFP®
Fidelity Charitable

Registration

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals

Program Description & Learning Objective

Charitable giving is a fundamental part of a estate planning today.  The donation of complex assets to charity can be advantageous to the grantor and challenging to the professional advisor.  The best strategies to accomplish this type of donation are not always understood nor are the benefits well known.    In this one-hour presentation, we will explain both the advantages of donating complex assets to charity and the best strategies of how to implement them.

Date & Time                                                                    

Friday, August 18, 2017                                                                

8:30 a.m. - 9:30 a.m.  

Location

FCA Offices, 791 Town & Country, Suite 250,  Houston, TX

Education

NASBA-approved for 1.0 CPE credit in Business Law; State Bar of Texas approved for 1.0 MCLE credit.

Free Admission

Admission is FREE for all business professionals. For information on the cancelation policy please call 888-ATTY-CPA ext. 2.

About the Presenters

Nathan Daley

Nathan Daley is Vice President of the Complex Assets Group at Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations with over $24 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple, effective and accessible. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact. Click here to read Mr. Daley's full biography.

Daniel Tarsha, CFP ®

Daniel Tarsha is Vice President and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations with over $24 billion in grants since its inception in 1991. The mission of Fidelity Charitable® is to further the American tradition of philanthropy by providing programs that make charitable giving simple, effective and accessible. Click here to read Mr. Tarsha's full biography.  

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.