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June 9, 2021 ‘Economic Update and How it Affects Philanthropy’

June 9 @ 12:00 pm - 1:00 pm

Please join us for our quarterly educational event via Zoom  on June 9th from Noon until 1 pm.  The topic of discussion will be:  ‘Economic Update and How it Affects Philanthropy’

Melissa White, from Eide Baillly, LLP will be our guest speaker.

Melissa White is Senior Tax Manager located in the Aberdeen, South Dakota office of Eide Bailly where she specializes in assisting clients with the complexities of trusts, estates, and gifting; tax and financial matters during estate administration; tax exempt organization formation and compliance; charitable and planned giving strategies; and individual taxation. She also serves as a member of Eide Bailly’s firmwide Wealth Transition Services team.

Melissa consults with individuals and nonprofit organizations on current and planned charitable giving and the requirements for substantiating charitable gifts. She assists nonprofit organizations, including private foundations, in achieving and maintaining tax-exempt status, and provides income tax compliance and consulting for split-interest and non-exempt charitable trusts.

Melissa is a Certified Public Accountant and Accredited Estate Planner®.  She holds memberships in the American Institute of Certified Public Accountants, AICPA’s Tax and Personal Financial Planning Sections, South Dakota CPA Society, and the National Association of Estate Planners & Councils.

Details

Date:
June 9
Time:
12:00 pm - 1:00 pm
Website:
https://zoom.us/j/99001159772?pwd=eFNkWEpCZVdmVE1tYzRqNEQ3M3R2dz09

Venue

Virtual Zoom Event

Organizer

Leave a Legacy SW MN
Email:
sharonpieschel@hotmail.com