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November 9, 2022 @12:00 pm - 1:00 pm
We’ve all been there before. A donor asks us a question regarding their recent contribution and the tax benefits associated with the gift and we freeze. You think you have the right response but you second guess yourself and suddenly go into panic mode.
When this happens we often find ourselves wondering what is the best way to keep up to date with current philanthropic tax laws? And with an influx of information overload today how do we narrow down to one centralized place? Join VonLehman’s Bryan Pautsch, Principal, CPA, JD as he helps us answer these questions and more with the goal of providing confidence in the way we reply.
Other questions addressed may include:
- How do you determine the value of a gift and/or how do you find the fair market value of an in-kind donation?
- What are some of the top tax laws we need to be aware of in 2023 when it comes to financial contributions?
- How to answer the question, ‘Can I deduct this from my taxes?’ What is the right thing to say?
- Quick deep dive into the difference of QCDs and RMDs
- A quick explanation of charitable gift annuities
Date: Wednesday, Nov 9, 2022
Time: 12:00-1:00 p.m.
Location: Virtual Zoom Meeting
AFP Members & Students (with valid student ID) – FREE
Non-Members – $25.00
More about our Speaker:
Bryan Pautsch joined VonLehman as an established and reputable nonprofit tax professional with over 25 years of experience with a Top 50 accounting firm. He has focused his entire career on tax specialization within the nonprofit industry. Having led the nonprofit tax vertical for his previous firm, Bryan now occupies the role of nonprofit tax leader at VonLehman.
In the early stages of his career, Bryan established himself as an authority in service of nonprofit organizations. His passion for the nonprofit industry yields vast experience across virtually all industry sectors including civic, community, healthcare, Greek, religious, educational and cultural organizations, as well as private foundations and trade associations, among others. Bryan frequently speaks on exempt topics and organizational structure through a variety of industry events.
His commitment to the nonprofit industry is exemplified through his service with the Make-A-Wish Foundation of Wisconsin and Children’s Hospital of Wisconsin. Bryan’s tax expertise, coupled with his genuine appreciation for the success of nonprofit missions, makes him an invaluable member of VonLehman’s Nonprofit Group.
This event will be approved for 1.0 CFRE Credits.