101 South Main Street
Elkhart, IN 46516
Phone: 574.295.8761
Fax: 574.389.7497
Hours:  8 a.m. - 5 p.m. M-F
Politics, Tax Reform and Philanthropy:
A special postelection presentation

The election held surprises for politicians, pollsters, pundits, philanthropic planners and the public. While there is speculation about future policy direction in some areas, the new administration has set forth its tax reform proposal as have the House Republicans. These tax reform proposals are reportedly a central component of the new administration's "100 Day Plan." What compromises are we likely to see in the new administration?
 
If you or your clients are uncertain about the potential impact of proposed tax law changes, including the elimination of the estate tax and the cap on itemized deductions, register now for next week's "Politics, Tax Reform & Philanthropy" luncheon.
 
Anne Morgan's postelection analysis will brief us on what proposed tax changes are most likely to affect charitable giving in both the near and longer term. 

DATE   
Wednesday, November 30

LOCATION   
Das Dutchman Essenhaus

TIME   
11:45am: Registration and Lunch
12:00pm - 1:00pm: Seminar

PRESENTER   
Anne Morgan, JD, LLM

COST    
$35 for non-members
Complimentary for Elkhart County Estate Planning Council members
*Registration is necessary whether you are a member or non-member.

About the Presenter

Anne Morgan joined Saint Mary's College, Notre Dame, IN, as the Director of Gift Planning in 2015. Prior to Saint Mary's, Anne served as Assistant Vice President of University Advancement at Northern Arizona University during the largest comprehensive campaign in the history of the university, of which planned giving comprised about 33%. Born in South Bend, Indiana, her undergraduate degree was earned at Purdue University and her JD at Valparaiso University School of Law. While practicing estate and business succession planning law in Saint Louis, Missouri, she earned her LLM in tax law from Washington University St. Louis.