Mid-America Planned Giving Council

Helping You Make a Difference

MAPGC

Current Tax Issues and Planning Strategies

Welch_JulieSpeaker: Julie Welch, CPA, PFS, CFP, Meara Welch Browne, P.C.

Eventbrite - Tax Update

Don’t miss this comprehensive review of recent tax developments affecting individuals and small businesses.  You will hear about the Tax increase Prevention Act of 2014 enacted on December 19,2014, the Missouri tax cut passed in 2014, recent tax cases, and recent IRS rulings.  Julie will discuss tax issues in the areas of filing status, dependents, income, and deductions.

Please note location: Kauffman Foundation Conference Center

PPP Tracks:
Gift Design Essentials – Best practices for structuring gifts that benefit both donors and charitable organizations
Complex Assets – Special concerns related to popular or emerging assets used in philanthropic planning

Schedule:
7:30 am – Registration, continental breakfast, networking
8:00 am – Presentation, including Q&A

About Julie:  Julie A. Welch (Runtz), CPA, PFS, CFP, a certified public accountant and a partner/shareholder with the firm, is the Director of the firm’s tax department. She is a nationally known author and speaker on tax planning topics, and is co-columnist for the Journal of financial Planning.

She earned her Bachelor of Science in Accounting and Business Administration from William Jewell College and her Master of Science in Accounting with a Taxation Focus from the University of Missouri-Kansas City. She received the MSCPA Women to Watch Award for 2007 and the UMKC Alumni.


Member Quotes

Friday, February 14, 7:30 – 9:00 a.m.

 Evie Curtis, Senior Vice President, Country Club Trust Company

Samantha Shepherd, Founding Attorney, Shepherd Elder Law Group, LLC

 

NOT JUST SWEET TALK: COMMUNICATING EFFECTIVELY WITH OLDER ADULTS & THOSE WITH SPECIAL NEEDS

 PPP Tracks:  Marketing – Tools/techniques for identifying donors and inspiring them to make charitable gifts; Core CompetenciesEssential knowledge or skills from disciplines related to the field of philanthropic planning.

Evie Curtis’ responsibilities include sales and business development for Country Club Trust Company.  Evie has over 30 years of banking and trust experience beginning her trust career in Atlanta, Georgia.  She is an accomplished speaker and has spoken to many groups on various estate and trust planning issues.  Her broad background includes working with clients with both retail banking and commercial banking needs.   Evie received her Bachelor of Arts degree from Georgia State University and holds an M.B.A. degree from Baker University.  She is extremely active in the community serving as Board Treasurer of the Statewide Independent Living Council and Kingswood Foundation.  In addition, Evie is a Board member of Kansas Advocates for Better Care and the Kansas City Partnership for Caregivers.  Other positions include Toastmasters International District 22 Audit Chair, Kansas City Hospice Planned Giving Advisory Council, and Children’s Mercy Planned Giving Council.

Samantha Shepherd is the founding attorney of the Shepherd Elder Law Group.  Her practice areas encompass elder law, estate planning, long term care planning and asset protection, Medicaid planning, Missouri Medicaid applications (MOHealthnet) and appeals, probate and trust administration, guardianships and Special Needs Trusts.  Samantha has a strong calling to assist the elderly and individuals with special needs. Initially a corporate lawyer by training, she found her desire to serve and to give back to the community drew her to the Elder Law profession. Under the tutelage of Attorney Craig Reaves, the former President of the Missouri Chapter of Elder Law Attorneys and the the National Academy of Elder Law Attorneys, Samantha embarked on a rewarding career helping the elderly, those with disabilities and their families.

Samantha is a 1994 graduate of Boston College Law School, where she received her juris doctorate.  She received her LLM in Estate Planning from the University of Missouri in Kansas City.  She is licensed to practice in Kansas, Missouri, Massachusetts, and Maine.  She is a member of the National Academy of Elder Law Attorneys (NAELA) and the Missouri Chapter of NAELA.   Samantha has been appointed as a Vice-Chair of the Elder Law Committee for the Missouri Bar and is also a member of the Missouri Bar’s Legislative Review Subcommittee for Elder Law. She is an officer on the Board of the Missouri Chapter of NAELA and the 2012 Co-chair of the National Meeting for NAELA. Samantha currently serves as a Director on the Board of Directors for Missouri NAELA and is the Chair of the Membership Committee. She is also on the committee for the Missouri Seniors’ Legal Helpline and a member of the Special Needs Section of NAELA. Samantha is also a member of the Kansas Bar.


JT Cattle Director of Development, Avila University