April 9, 2018April 9, 2018

April Tax Convening

What is the Impact on Charitable Giving? Cream City Foundation is hosting an evening of education and convening to discuss revisions of the tax code and how they affect charitable giving in 2018 and beyond.

Topics Including:

  • Are there benefits to creating a Donor Advised Fund with Cream City Foundation?
  • How will this affect your estate planning?

Join us with expert panelists Brad Kalscheur and Michelle Gran to learn all about how the recent revisions to the tax code could affect you.

Brad Kalscheur, JD is a partner at Michael Best & Friedrich LLC in the Wealth Planning Services Practice Group. Mr. Kalscheur’s practice includes all areas of estate and business succession planning, as well as the structuring and taxation of partnerships and limited liability companies. In his practice, Mr. Kalscheur has assisted with the transfer of many closely-held family businesses between generations, monitoring the viability of the companies while also minimizing taxes of the older generation.

Michelle Gran, JD is Director of Gift Agreements for Marquette University.  She consults with donors regarding gift planning and planned giving. This includes structuring gift annuities, charitable remainder trusts, and charitable lead trusts.  She also researches tax implications of complex gift vehicles and devise appropriate strategies for donors based on results of research and conducts training sessions for fundraisers on planned giving vehicles and strategies.

There is no cost to attend, just RSVP to this event via email to jwalters@creamcityfoundation.org.