Opportunities & Pitfalls with Real Estate, Private Equity & VC, and Closely-Held Businesses

BPM is proud to be a part of the Saint Francis Foundation Legacy Giving Perspectives, a virtual educational series on planned giving. 

During this webinar, you will gain insights on tax savings and new income options – all while supporting your charitable causes! This informative event will provide you with: 

• 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 

Speakers will include – 

• Scott Taylor, CPA, Partner, Assurance, BPM LLP, and Saint Francis Foundation Board Chair 
• Carolyn Amster, CPA, JD, Partner, Tax, BPM LLP 
• Dr. Joanne Sun 
• Matthew E. Brady, Regional Managing Director, Wells Fargo Wealth Management 
• Christopher Pegg, Senior Director of Planning, Wells Fargo Wealth Management 
• Arjun Dev Arora, Founder & Managing Partner, Valence Advisory 
• Mark Ryle, President, Saint Francis Foundation 

Date: December 1, 2020 

Time: 4:30 pm – 5:30 pm PT