Taxes, Charitable Giving and The New Normal

Date: Thursday, September 23, 2021
Time: 12:00pm - 1:30pm
Location: Great Hall, Midland, MI -- Isabella Bank, Mt. Pleasant, MI
Speaker: David Bennett, President of Community Foundation Research and Training Institute

Mr. Bennett's presentation is designed to provide information on the following topics:

  • Recent Federal Income Taxes Changes
  • The New Standard Deduction - What does it mean for charitable giving?
  • The Estate Tax – Does it still matter?
  • Donor Advised Funds as Planning Tool
  • Donating Retirement Assets
  • Gifts with Income and their Tax Consequences
  • Proposed Tax Changes in the Biden Administration

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