Mid-America Planned Giving Council

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Current Tax Issues and Planning Strategies

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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.