How have tax/estate planning and charitable giving been impacted by COVID?

Date: Tuesday, October 6, 2020
Time: 5:00pm - 6:00pm
Location: Virtual
Speaker: Jen Flinchum and Molly Bittner

 Click here to respond "YES" to the meeting.

The COVID-19 pandemic has affected every corner of our lives, not just our health, work locations and the markets. Our speakers will do a deeper dive at how the virus has affected estate planning, tax planning and charitable giving. What are the ramifications of the CARES Act to donors and the nonprofit community? Jen Flinchum, a tax partner at Keiter, and Molly Dean Bittner, SVP for Philanthropic Services at the Community Foundation, will explore trends they are seeing as we head into the busy, final months of charitable giving and tax planning for 2020.
Jen Flinchum
Jennifer F. Flinchum, CPA, CFP®
Partner
Keiter
 
Jen applies her significant experience in tax compliance and strategic consulting for both privately held businesses and their owners. She works to minimize tax and maximize wealth while managing liability and risk. Her expertise also includes tax accruals, mergers and acquisitions, multi-state tax issues, audit controversy and executive compensation. Jen is the lead partner of Keiter’s Family, Executive, and Entrepreneur Advisory Services Team and is a member of Keiter’s Executive Committee.  Prior to joining Keiter, Jen worked as a tax manager for PricewaterhouseCoopers LLP. She earned a Bachelor of Business Administration from William & Mary and a Master of Taxation from Virginia Commonwealth University.
Molly Dean Bittner
 
Molly Dean Bittner
Sr. VP, Philanthropic Services
The Community Foundation for a greater Richmond
 
Molly has the unique opportunity to work with individuals and families in our community who want to make a difference. She helps donors create a philanthropic plan, by discussing their charitable interests and available assets, and crafts a personalized strategy and charitable fund structure to meet their goals. She loves connecting people and aligning donor’s philanthropic interests with needs in the Greater Richmond region. Molly and her staff have a great deal of experience with complex gifts that can be given during a donor’s lifetime or through their estate. Prior to joining the Foundation, Molly held several leadership fundraising positions at VCU’s Massey Cancer Center and the University of Richmond
 
1.     Start time 5pm
2.     End time 6pm
3.     We will use the Webex platform, and Brian Ford will be the host. Users can dial in by phone and/or use video.
4.     The way to access Webex is this:
a.     Dial 1-877-310-7479
b.    Enter the access code: 172 050 5102
c.     Enter the password: rXWNFPup336 (this may not be needed)
d.    Hit #
 
Have you paid your $50 dues for this year? click here for instructions for paying by check or credit card.
 
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