Real Estate = Abundant Opportunities for Donors and Charities

Topic: Real Estate = Abundant Opportunities for Donors and Charities Summary: Real Estate is an incredible opportunity not only for donors, but also for the charities. For most donors, real estate assets create challenges and charities have a tremendous opportunity to solve these challenges provided the charity designs systems that are consistent, workable, and successful…

Valuation issues of art and collectibles for charitable deduction or estate tax value

Topic: Valuation issues of art and collectibles for charitable deduction or estate tax value Speakers Jeff Glosser UT Austin and Michelle Castro, Heritage Auctions Jeff Glosser has served in the Gift and Estate Planning office since 1997. Previously, he was with American Trust Company in New England and US Bank in Cincinnati (formerly First National…

August 28th Luncheon

Topic: TBA Speakers Clint Alexander and Ellen Stewart More information coming soon. RSVP for this luncheon

December 4th Luncheon

Topic: TBA Speakers: Cass Grange and Rey Garza More information coming soon. SAVE THE DATE!