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DTSTART;TZID=America/New_York:20220823T130000
DTEND;TZID=America/New_York:20220823T143000
DTSTAMP:20211122T175538Z
CREATED:20211122T175538Z
LAST-MODIFIED:20211122T175538Z
UID:10000083-1661259600-1661265000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving
DESCRIPTION:Outside the context of outright gifts of cash to a public charity\, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities\, split-interest charitable trusts\, farm or residence remainder interest gifts\, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary\, including: \n\nEmerging Issues Surrounding Donor Advised Funds\nConservation Easements\nInternal Revenue Code Section 642(c) Deduction\nMismatch Between Gross Estate Inclusion and Charitable Deduction\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-compounding-complications-in-charitable-giving/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220823T130000
DTEND;TZID=America/New_York:20220823T143000
DTSTAMP:20211122T175538Z
CREATED:20211122T175538Z
LAST-MODIFIED:20211122T175538Z
UID:10000151-1661259600-1661265000@thetrust.com
SUMMARY:Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving
DESCRIPTION:Outside the context of outright gifts of cash to a public charity\, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities\, split-interest charitable trusts\, farm or residence remainder interest gifts\, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary\, including: \n\nEmerging Issues Surrounding Donor Advised Funds\nConservation Easements\nInternal Revenue Code Section 642(c) Deduction\nMismatch Between Gross Estate Inclusion and Charitable Deduction\n\nHosted at The Trust Company of Tennessee’s Knoxville office. Boxed lunches will be served beginning at noon for those attending in person. Socially distanced seating is available in our conference room for a limited number. \nIf you are interested in attending virtually\, we are exploring options for your participation. Please contact Lindsay Cates at lcates@thetrust.com. \nAbout Cannon Estate Planning Teleconferences\nThe industry’s foremost wealth management and estate planning authorities provide commentary and debate over the use of complex financial and legal strategies to best serve their high-net-worth clients. Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. \nProfessionals can connect and collaborate on relevant issues while earning continuing education and learning credits to preserve their valuable business credentials.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-compounding-complications-in-charitable-giving-2/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220825T100000
DTEND;TZID=America/New_York:20220825T110000
DTSTAMP:20220605T225454Z
CREATED:20220603T174128Z
LAST-MODIFIED:20220605T225454Z
UID:10000092-1661421600-1661425200@thetrust.com
SUMMARY:Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
DESCRIPTION:Cryptocurrency has become more widely used in our society\, but should it be offered in your retirement plan? \nJoin us as we discuss: \n\nThe basics of cryptocurrency\nThe U.S. Department of Labor’s stance on cryptocurrency\nProposed cryptocurrency legislation\nHow it could impact your plan\n\n\nGuest Speaker\nDan Notto\nManaging Director\, ERISA Strategist\nJ.P. Morgan Asset Management \n\nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-the-suitability-of-cryptocurrency-in-401k-plans/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220825T100000
DTEND;TZID=America/New_York:20220825T110000
DTSTAMP:20220603T174128Z
CREATED:20220603T174128Z
LAST-MODIFIED:20220603T174128Z
UID:10000160-1661421600-1661425200@thetrust.com
SUMMARY:Retirement Plan Academy: The Suitability of Cryptocurrency in 401(k) Plans
DESCRIPTION:Cryptocurrency has become more widely used in our society\, but should it be offered in your retirement plan? \nJoin us as we discuss: \n\nThe basics of cryptocurrency\nThe U.S. Department of Labor’s stance on cryptocurrency\nProposed cryptocurrency legislation\nHow it could impact your plan\n\n\nGuest Speaker\nDan Notto\nManaging Director\, ERISA Strategist\nJ.P. Morgan Asset Management \n\nAbout Retirement Plan Academy\nEmployers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help. \nBuild your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors\, whether clients of The Trust Company of Tennessee or not. \nSociety for Human Resource Management (SHRM)\, HR Certification Institute® (HRCI®) and Continuing Professional Education (CPE) recertification credits are included.
URL:https://thetrust.com/event/retirement-plan-academy-the-suitability-of-cryptocurrency-in-401k-plans-2/
LOCATION:Virtual
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Retirement-Plan-Academy.jpg
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