BPM is proud to be a part of the Saint Francis Foundation Legacy Giving Perspectives, a virtual educational series on planned giving. Gain insights on planned giving, tax savings, income options and more.

Planning in 2021: Perspectives & Insights after the Election, will provide you with:

  • Prospects for significant tax changes in the new administration
  • A look at potential income and estate tax changes for 2021 and beyond
  • Insights and tips on financial and gift planning as well as tax savings
  • How to set up your charitable planning to best benefit you, your family, and the non-profit organizations you care most about
  • How to sustain a legacy beyond your lifetime
  • How to create a lifetime income stream for you and/or your beneficiaries

Date: Tuesday, January 26, 2021
Time: 4:30 PM – 5:30 PM PT

Presenters include –

  • Dr. Victor Prieto
  • Matthew E. Brady, Regional Managing Director, Wells Fargo Wealth Management
  • Christopher Pegg, Senior Director of Planning, Wells Fargo Wealth Management
  • Carolyn Amster, CPA, JD, Partner, Tax, BPM LLP
  • Scott Taylor, CPA, Of Counsel, Assurance, BPM LLP