2021 Tax Reform: The most sweeping and far-reaching tax changes in generations RECORDING ONLY

Wednesday, June 30 2021 12:00 PM - 1:15 PM [EDT]

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Wednesday, June 30 2021 12:00 PM - 1:15 PM [EDT]

The changes coming to income, capital gains, and gift/estate taxes will be substantial and far-reaching. 

Join this webinar event, designed for fundraisers, to give you a first look at the pending storm in simple and easy to understand language.

ALL REGISTRANTS WILL RECEIVE A COPY OF THE POWERPOINT HANDOUT AS WELL AS ACCESS TO THE RECORDING.

With two tax-related bills already proposed in the Senate, and the President's promised tax increases gaining momentum, we are looking at the most sweeping changes to personal taxes since 1986, and perhaps the greatest shakeup for estate and retirement planning in many generations.
 
The following are the most significant changes likely to happen:
  • Estate tax lifetime exemption, currently $11.7 million per person, dropping to $3.5 million per person (2009 level)
  • Gift tax lifetime exemption will only be $1 million per person (2001 level)
  • Earners of $400,000 or more may see their tax bracket jump to 39.6% 
  • Capital gains and dividend rates for earners of $1 million or more jumping to 43.4% from 23.8%
  • Step-up in basis at death likely changing
In the Senate, only 51 votes are needed to pass budget reconciliation legislation and unless there is opposition from Senate or House Democrats, most of these changes are very likely to happen.
 
As a result of these changes, current estate plans for higher net wealth individuals will need to be reexamined and adjusted. And, many more people will need to take estate planning much more seriously.  Additionally, many will reevaluate their investment strategies.
 
As fundraisers, particularly those involved with major gifts, you need to start preparing as Planned Giving may be a much greater factor going forward.

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan H. Gudema, Esq., Principal, Planned Giving Advisors, LLC

Contact the Organizer

Jonathan Gudema
Planned Giving Attorney and Consultant
Planned Giving Advisors LLC

Jonathan Gudema, Esq. Principal, Planned Giving Advisors, LLC Jonathan has over 22 years of experience working with and advising non-profit organizations and their donors on planned gift arrangements and tax-advantaged charitable estate planning options. Additionally, Jonathan is a member of the New York Bar, and serves as inhouse counsel to a Family Wealth Office, where he has overseen over $400 million in successful wealth transfers since 2007. In 2011, Jonathan launched Planned Giving Advisors LLC where he provides consulting services to nonprofit planned giving programs while continuing his work at the Family Wealth Office. Jonathan is also the author of The Planned Giving Blog (www.plannedgivingadvisors.com), which provides news and commentary on the field of planned giving with over 1,700 subscribers and 175,000 visitors since its launch in 2010. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.

https://plannedgivingadvisors.com/

About Jonathan Gudema

Planned Giving Attorney and Consultant
Planned Giving Advisors LLC

AF

Adam Farrish

Associate Director, College Relations & Development, University of California-Berkeley

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Alex Neal

Director of Leadership Philanthropy, Winchester Thurston School

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Allison Mays

Senior Advancement Officer, Emory & Henry College

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Anne Garrett

Comprehensive Campaign Director, Alaska Public Media

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Augusta Gladd

Assoc VP Strategic Initiatives, Belmont Abbey College

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Bernadette Walsh

Assistant Vice President, Development, Harcum College

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Beth Kyman

Director of Philanthropy, The Reutlinger Community for Jewish Living

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Bill Dawn

CFO, Eberle Communications Group, Inc.

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Bill Seale

Donor Relationship Manager, Boise Rescue Mission Ministries

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Brenda Rigdon

Development Director, Kosciusko County Community Foundation

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Brooke Walker

Vice President of Institutional Advancement, Harcum College

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Bruce Temkin

Director, Temkin Strategies

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Bryant Weathers

Director of Advancement for the College of Engineering, Michigan Technological University

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Camille Olufson

Senior Director, Strategic and Philanthropic Partnerships, University of California-Berkeley

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Catherine Kort

Leadership & Legacy Giving Officer, CALM

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Cheryl Kernander

Director of Development, EMU Foundation

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Chris Egan

Executive Director for Major Gifts, Belmont Abbey College

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Crissi Avila

Development Associate, Westside Food Bank

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Danny DeLiberato

Development Officer, IEEE Foundation

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David Chused

Assistant Vice President Institutional Advancement, Brandeis University

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David Vance

Treasurer, SCSU Foundation, Inc.

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Deanna Gast

Sr. Director, Office of Gift Planning, Michigan State University

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Ellen Weiss

Executive Director, TOP Jewish Foundation

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Emily Hutchison

Director of Philanthropy, Northeastern Vermont Regional Hospital

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Gioia Pastre

VP of Development, Villa Esperanza Services

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Grace Madeja

Director, Individual Giving, NAACP Legal Defense and Education Fund

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Guy McCrary

President & CEO, Permian Basin Area Foundation

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Gwen Donev

Director of Advancement Services, Gustavus Adolphus College

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Holly Lee

Director of Advancement, Sycamore School

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Jared Matthews

Strategy and Research Manager, BBS & Associates

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Jillian Black

Leadership Giving, Endicott College

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Joanna Pelizzoni

Director of Annual Fund and Events, Society of the Holy Child Jesus

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Joe Jayne

Interim Executive Director for Gift Planning, UMass

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Jonathan Megill

Development Research Analyst, Allegheny College

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Jose Marquez

Director of Planned Giving, Inland Empire Community Foundation

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Karl Hutterer

Legacy Giving Advisor, Community Environmental Council

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Karla Aho

Asst Vice President for Advancement and Gift Planning, Michigan Technological University

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Kate Hillas

Director of Planned Giving, Navy-Marine Corps Relief Society

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Kate Murphy

Managing Director of Gift Planning, Harvard Medical School

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Katy Bever

Director of Development, Fourth Presbyterian Church

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KEVIN KURTZ

PG Officer, Dallas Seminary Foundation

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Kimberly Fox

Associate Director of Advancement, The Rivers School

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Krista Bofill

VP Institutional Advancement, Converse College

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Kristen Lopez-Watt

Director of Donor Engagement & Stewardship, Stuart Country Day School

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Lane Black

Director. Administrative Services, Network for Strong Communities

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Laura Botch

Gifts and Records Specialist, Hampshire College

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Laura Jordan

Associate Director of Leadership Giving, The Westminster Schools

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Lauren Knowles

Development, Georgia Baptist Children's Homes

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Laurent De Janvry

Senior Assistant Dean, College Relations & Development, University of California-Berkeley

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Lawrence Jacobson

Director of Major Gifts and Planned Giving, PRMH

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Lee Davis

Senior Associate Director for Leadership and Legacy Gifts, Agnes Scott College

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Leigh Howell

Director of Development, Foothill-De Anza Foundation

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Leslie Hill

Development Director, Ginger Cove Foundation

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Lisa Tait

Vice President for Development, VPM Media Corporation

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Mackinzie Sharpe

Gift Planning Director, Crossroad Child & Family Services

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Margaret Quigley

Major Gift Officer, Belmont University

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Marissa Finer

Director of Annual Giving, Berklee

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Mary Amoon-Hickey

Associate Director of Planned Giving, Teachers College, Columbia University

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Mat Duncan

Director, Annual Fund, Discovery Place

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Melanie Demarais

Asst. VP for Leadership Giving and Stewardship, Assumption University

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Melissa Mencotti

Director of Gift Planning, Allegheny College

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Michael Achterman

Philanthropic Advisor, Oregon Community Foundation

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Michael McKelvey

Dir of Philanthropy, Southern Oregon Univ

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Michael Pohlmann

Consultant, PG Consultants

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Michelle Chitty

Associate Director of Advancement, Winchester Thurston School

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Mindy Rex

Senior Director of Development, University of California-Berkeley

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Monica Gay

Director of Advancement, Winchester Thurston Schol

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Monica Mattioli

College Relations, Belmont Abbey College

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Olga Briker

Director of Gift Planning, Haverford College

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Paul Yeghiayan

Senior Consultant, Copley Raff

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Richard Allen

Sr. Manager, DevOps and Annual Giving, IEEE Foundation

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Robert Pierce

Vice President for Advancement, The University of Alabama

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Sandy Morales

CEO, Big Brothers Big Sisters of Dane County

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Sarah Tenney

Director of Development - Corporate, Government and Foundation Relations, George Fox University

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Shannon Tiernan

Executive Director, Marshall Community Foundation

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Shelly Peters

Director of Planned Giving, Bradley University

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Stephanie Crowl

Director of Annual Giving, St. Johns School

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Tamara Boyer

General Counsel + Vice President for Advancement, East Tennessee Foundation

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Ted MacMahon

PGO, American Ancestors

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Terrie Conrad

Vice President - Development & Estate Administration, VMI Foundation

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Thomas Fike

Managing Director, AM Crawford

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Thomas Moore

Relationship Manager, Glenmede Trust Company

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Tim Andrews

gift planning, benedictine college

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Todd Schulte

VP Sales, VeraData

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Tom Maze

Assistant Vice President, Barton College

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Trina Hall

Director of Development, Concordia College

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Vance Bristow

Assistant Vice President for Planned Giving, The University of Alabama

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VNRC VNRC

Director of Development, Vermont Natural Resources Council, Inc