Zinner & Co. Managing Partner Robin Baum, CPA, will present at the 49th Annual Charitable Tax Seminar, organized by the Jewish Federation of Cleveland’s Professional Advisory Council.
The event will take place on June 14 from 7:30 a.m. to 12:30 p.m. at Corporate College East, located at 4400 Richmond Road in Warrensville Heights.
The Charitable Tax Seminar is designed for attorneys, accountants, financial and insurance professionals who advise their clients on estate planning, tax, and charitable issues. This year’s seminar features lots of new and thought-provoking sessions.
It has been approved for 3.5 hours of CLE/CE credit by The Supreme Court of Ohio Commission on Continuing Legal Education and the Certified Financial Planner Board of Standards. An application is pending with the Ohio Department of Insurance.
In addition to Baum leading a session, Zinner & Co. Partner Sue Krantz, CPA, CGMA, helped plan the seminar as a member of the planning committee. Krantz is a also the former Chair of the seminar.
Both virtual and in-person options are available for anyone who desires to attend the event.
The following sessions are part of the seminar:
Investment Strategies for the Current Environment
Presenter: George Mateyo, Chief Investment Officer, Key Private Bank, Cleveland
Current Tax Planning Issues
Presenter: Robin L. Baum, CPA, Zinner & Co., Cleveland
Charitable Gifts of Illiquid Assets
Presenter: Corliss Taylor, JD, MBA, CTFA, Vice President, Trust Consultant, Raymond James, Chicago
Confronting Cyber Threats: Cybersecurity from the FBI’s Perspective
Presenter: Kevin M. Brown, Acting Supervisory Special Agent, FBI Cleveland Division – Cyber Criminal Squad
Data Security and Privacy Risks That Every Donor and Advisor Should Understand
Presenter: Michael D. Stovsky, Esq. Partner and Chair, 3iP Group, Benesch, Friedlander, Coplan & Aronoff LLP
Planet or Profit: Fiduciary Duties and ESG Investing
Presenter: Travis Allen, Senior Investment Strategist and National Managing Director, Wealth and Investment Strategies Group, Bernstein Private Wealth Management, Washington, D.C.
Presenter: Jennifer B. Goode, JD, Director, Wealth and Investment Strategies Group, Bernstein Private Wealth Management, Washington, D.C.
The cost of the seminar is $120 and includes materials, certification, breakfast, and refreshments.
The registration deadline is June 8.
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