Networking & Knowledge @ CityLink
Wednesday, October 1 @8:30 am - 10:30 am
Navigating Charitable Giving in the Wake of Tax Changes
Date:
Wednesday, October 1, 2025
Time:
8:30-9:00 – Doors open/Networking
9:00-10:30 – Program
Location:
CityLink
800 Bank St, Cincinnati, OH 45214
Join us in the Multipurpose Room
Cost:
AFP Members – $10
Non-Members – $49
This event will be approved for 1.5 CFRE Credits.
Your reservation is a financial commitment.
About the Speaker:
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Courtney Reitman-Deinlein, Owner, CRD Family Wealth Advisory, LLC After most recently leading Deloitte Tax’s Estate, Gift, Trust and Charitable Competency for the firm and the Private Wealth tax practice for Cincinnati’s office of Deloitte, she has redirected that passion of providing income tax and wealth planning services to a handful of families and family offices. After spending over 25 years in public accounting between Arthur Andersen and Deloitte, Courtney created her own business to be a dedicated advisor to family business owners and multi-generational wealthy families and family offices. Born and raised in Northern Kentucky to parents and grandparents of entrepreneurs, after graduating from Thomas More College in 1998 instead of entering the family businesses, she embarked on an illustrious career in public accounting. She developed her expertise in income taxation and wealth transfer planning over the years while working with clients across the country. Always having her home base in Greater Cincinnati, the experiences gathered while travelling the country delivering presentations, teaching professionals and serving clients have shaped the professional she is today. In addition to owning her own advisory business she is the Chairperson of the board of Keep Cincinnati Beautiful. This combines her passion for the environment, the arts and the great city of Cincinnati, while giving back to the community that shaped her. |
