Past Presentations & Webinars
2020 Webinar Series: iCLAT Essentials for Professional Advisors (August 2020)
*Click the above link to view the full webinar.
*Click Here for the Slidedeck from the Webinar.
2020 Webinar Series: iCLAT Essentials for Charities (June 2020)
*Click the above link to view the full webinar.
*Click Here for Slidedeck from the Webinar.
iCLATs Essentials - What is it? How does it work? Why now? When does it work best?"
*Click Here for the Slidedeck from the Presentation. (March 2020)
iCLATs - Don't Wait for Your Charitable Deduction
Presented to: 10th Annual Planned Giving Symposium
for the Planned Giving Council of Northeast Florida (Feb 2020)
Benefits of Integrating Charitable Planning in Your Advisory Practice
Presented to: 2019 UFAN Exclusive Gator Gathering (Sept 2019)
(iCLAT content found on pages 11 to 22)
Compelling Planning Ideas for New Era of Charitable Planning
Presented to: Estate Planning Council of NE Florida (Sept 2019)
(iCLAT content found on pages 7 to 19)
Current Tax Savings Based on Promise to Give in Future - Meet the iCLAT
Presented to: Tax Wise Conference-Community Foundation of South Lake (Mar 2019)
(iCLAT content found on pages 6 to 18)
Key Charitable Giving Concepts in This New Era for Charitable Tax Planning
Presented to: Tallahassee Regional Estate Planning Council (Jan 2019)
(iCLAT content found on pages 4 to 13)
Key 2018 Tax Law Changes & Timely Charitable Planning Ideas to Share
Presented to: Southern Union Conference of The Seventh-Day Adventists (Nov 2018)
(iCLAT content found on pages 4 to 12)
