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CMBA CLE Virtual Event - Recent Developments in Charitable Planning

Friday, February 16, 2024

Join speaker David Lenz, Managing Partner at Schneider Smeltz Spieth Bell for this presentation on Tuesday, February 20, 2024, 12:30 PM - 1:30 PM ET.

As advisors, many of our clients have a passion for giving back to the community. It's important to help them make their contributions in a thoughtful, tax-efficient manner.  This presentation will help you better advise those clients by covering recent developments in the changing world of charitable giving including cases and regulatory matters governing donor advised funds and other charitable vehicles.

Click for additional information and to register.

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