The seminar for wealth advisors, attorneys and accountants takes place on Tuesday, May 10th from 8:00 to 11:30 a.m. at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas. Breakfast is at 7:00 a.m.
The seminar is designed to help advisors develop specific strategies to integrate philanthropy into their practices. Keebler will present the latest charitable tax strategies regarding income and estate taxation, transfers to charity during life and after death, private foundation vs. donor-advised funds, and charitable remainder and lead trusts.
“With his deep knowledge of tax planning and charitable giving, Robert Keebler will give valuable insight to advisors so they can provide clients with smart new strategies,” said Susan Swan Smith, chief relationship officer at Communities Foundation of Texas.
A partner with Keebler & Associates, LLP, Keebler is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the “Top 100 Most Influential Practitioners in the United States” and one of the “Top 40 Tax Advisors to Know During a Recession.” His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.
Keebler is the author of over 100 articles and columns and is the editor, author or co-author of many books on wealth transfer and taxation. Keebler has been a speaker at national estate planning and tax seminars for over 20 years.
Donors often take a personal approach to charitable giving. But more often than not, they still seek assistance from professional advisors to figure out how and where to integrate their charitable gift planning. Keebler helps financial professionals in guiding donors when it comes to making key decisions about charitable giving.
“It’s important for advisors to be ahead of the curve when it comes to charitable giving and the tax code,” said Keebler. “I’d like to thank Communities Foundation of Texas and and SMU for giving me this opportunity to speak with advisors who want to bring their clients’ charitable goals into focus.”
The event’s sponsors are Meadows, Collier, Reed, Cousins, Crouch, & Ungerman, LLP; Carter Financial Management; Thompson & Knight Foundation; Dallas CPA Society; Gray Reed & McGraw; RSM, Quest Capital Management, Inc.; Tolleson Wealth Management and Travis Wolff.
Seminar Committee Members include George J. Nachman, Committee Chairman; Brent E. Christopher, Communities Foundation of Texas; Edward A. Copley, The Blum Firm, P.C., Alan K. Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP; Amy A. Eaker, Southern Methodist University; Kal Grant, Tolleson Wealth Management; Norman A. Lofgren, Gray Reed & McGraw, PC; Stephen N. Maus, The Nautilus Group; Kathy Muldoon, Carter Financial Management; and Kenneth B. Travis, TravisWolff.
Registration is $80 per person. Seating is limited. The event is certified for MCLE/CPE/CFP continuing education credit for 3 hours. TBLS credit for Estate Planning and Probate Law, Tax Law. No prerequisite required.
Register online at at www.cftexas.org/keeblerIf you have any questions, call Angela Woodson at 214-750-4145.
About Communities Foundation of Texas
Communities Foundation of Texas (CFT) works with families, companies and nonprofits to strengthen our community through a variety of charitable funds and strategic grant making initiatives. CFT is committed to serving and understanding donor needs, expertly handling complex gifts, wisely managing charitable funds, and leveraging its community knowledge to increase charitable impact. The foundation professionally manages more than 900 charitable funds and has awarded more than $1.5 billion in grants since its founding in 1953. www.cftexas.org