Is the Great Wealth Transfer Finally Here? RECORDING

Tuesday, 31 December 2019 12:00 PM - 1:00 PM EST

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1. Select Seats

2. Review and Proceed

Tuesday, 31 December 2019 12:00 PM - 1:00 PM EST

This special session will take a deep dive into all of the relavant data sources (Giving USA, VSE, IRS and more) to see if:

  • Is the Great Wealth Transfer finally happening?
  • Did the 2018 tax law changes that reduced the # of itemizers negatively impact individual giving?
  • Is Planned Giving ever going to "turn the corner" with life income gifts?

Planned Giving Advisors

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

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