Save the Date: Annual Professional Advisor Seminar

Categories: Foundation Advisor eNews |

Advisor enewsletter Header1

Save The Date 

Annual Professional Advisor Seminar 

Morning of June 2, 2016

We are pleased to announce our upcoming Annual Professional Advisor Seminar, which will be held at the Muhammad Ali Center in Louisville, Kentucky, on the morning of June 2, 2016. 

As in prior years, we will be partnering with the Community Foundation of Louisville to offer this free seminar, and we anticipate offering 2.75 – 3.0 hours of continuing education credits for attorneys, CFPs and CPAs.  Stay tuned for details on program topics, speakers and registration information.

Please mark your calendars now and join us for this informative and unique seminar, which promises to provide new insights in estate planning and charitable giving.

Register for the event here.

Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Cash (Saving) Crops

For some farmers wishing to make significant gifts to charity, their most valuable asset might be their crops . . . more

Life Expectancies and Actuarial Values

IRS actuarial factors are based on average life expectancies and may not be used to value interests where the measuring life is terminally ill [Reg. §§1.7520-3(b), 20.7520-3(b), 25.7520-3(b); Rev. Rul. 96-3] . . . more

Controlling IRA Distributions from Beyond the Grave

Naming a child or grandchild as the designated beneficiary of an IRA allows the distribution of the funds – and the taxes – to be spread over many years, possibly many decades . . . more

Charitable Solution to Excess Earnings

C corporations with more than $250,000 in accumulated earnings and profits ($150,000 for personal service corporations) may be subject to tax at a rate of 20%, in addition to the regular corporate income tax (Code §531) . . . more 

Content courtesy of R&R Newkirk.

Advisor Resources

Have a question?

The Community Foundation’s website offers a range of resources to help you serve your clients including access to PG Calc, the Charitable Giving Tax Service, and the Advisor Toolkit from R&R Newkirk.

The Community Foundation of Southern Indiana is honored to be your partner in philanthropy. If you or your client would like to learn more about our giving options and how they can benefit from a fund at CFSI, please contact me at (812) 948-4662 or lspeed@cfsouthernindiana.com and I’d be happy to help.


Linda Speed
President and CEO