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Past Presentations & Webinars
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Advisors in Philanthropy (AiP) (November 2021)
Meet the iCLAT - Help Clients Generate IMMEDIATE Tax Savings
*Click Here for the Slidedeck from the Presentation.

Los Angeles Charitable Gift Planners (CGP) (September 2021)
Meet the iCLAT - Help Donors/Clients Benefit From IMMEDIATE Tax Savings
*Click Here for the Slidedeck from the Presentation.

Financial Experts Network (September 2021)
Power of Coupling iCLATs & DAFs Without "Bunching"
*Click Here for the Slidedeck from the Presentation.

2021 Presentation: iCLAT Essentials for Professional Advisors ( July 2021)
*Click Here for the Slidedeck from the Presentation.

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)
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