Speaking

Speaking Engagements

Recent Speaking Engagements

Recent Speaking Engagements

Recent Speaking Engagements

Sacramento Estate Planning Council, May 22, 2025
UC Davis, May 21, 2025
Magnolia State Charitable Gift Planners, May 6, 2025
American Osteopathic Foundation, April 16, 2025
Arizona MIM presentation (Musical Instrument Museum), February 27th, 2025
Oregon Estate Planning Council, January 31, 2025
North State Community Foundation, October 24, 2024
Retirement Resource Center, October 17, 2024
Edward Jones Exit Advisors, October 17, 2024
Arizona Charitable Gift Planners, October 15, 2025
Rose Law Group, October 14, 2024
Financial Planning Association National Conference, September 18-20, 2024
Community Foundation of Greater Des Moines, October 8, 2024
Wyoming State Bar Annual Meeting & Judicial Conference - September 11, 2024
American Heart Association, June 27, 2024
Financial Planning Association National Webinar, June 26, 2024
Exit Planning Institute, May 6, 2024
Arizona Charitable Gift Planners, March 19, 2024
Association for Healthcare Philanthropy, February 28, 2024
Virginia Gift Planning Council, February 22, 0224
Financial Planning Association National Conference, September 27-29, 2023
Arizona Charitable Gift Planners, March 19, 2023
East Valley Estate Planning Council, October 18, 2023
North State Community Foundation, October 17, 2023
Central New York Community Foundation, October 5, 2023
Planned Giving Design Center, October 4, 2023
Arizona Business Brokers Association, September 14, 2023
Planned Giving Council of Southern Arizona, September 13, 2023
Colorado Planned Giving Roundtable Annual Symposium, August 22-23, 2023
Exit Planning Institute National Webinar, August 8, 2023
National Association of Charitable Gift Planners Webinar, June 27, 2023
Retirement Resource Center National Webinar, June 22, 2023
Planned Giving Round Table of Tucson, April 5, 2023
Retirement Resource Center National Webinar, November 17, 2022
National Association of Charitable Gift Planners Annual Conference, October 26-28, 2022
National Conference for Community College Advancement, October 26-28, 2022
Free Arts for Abused Children of Arizona, October 6, 2022
The Associated: Jewish Federation of Baltimore, October 13, 2022
Northwest Planned Giving Round Table Annual Conference, September 15, 2022
4th Annual Global Climate Restoration Forum, September 13, 2022
Planned Giving Round Table or Arizona Annual Conference, May 20, 2022
Minnesota Gift Planning Association, October 28, 2021
National Association of Charitable Gift Planners, Annual Conference September 20, 2021
Arizona Society of CPAs, September 23, 2021
Planned Giving Round Table of Arizona, September 21, 2021
Free Arts for Abused kids, September 23, 2021
Foundation for Climate Restoration, May 19, 2021
Educational Webinar on the Biden/Harris Tax Proposal's Affect on Charitable Giving, February 24, 2021
American Association of University Women Scottsdale Chapter, December 12, 2020
Paradise Valley Community College, October 22, 2020
Planned Giving Round Table Annual Conference, August 21, 2020
Planned Giving Round Table of Arizona, November 19, 2019
Maricopa Community Colleges, October 16, 2019
World Academy for the Future of Women Board, August 4, 2019
Act One Youth Theatre Board of Directors, June 18, 2019
Ability 360 Board of Directors, May 22, 2019
DebX Talks, May 9, 2019
Organization of Nonprofit Executives, May 2, 2019
Sanford Institute for Philanthropy, March 6, 2019
Jewish Community Foundation Advisory Board, February 6, 2019
Hugh O’Brian Youth Leadership (HOBY) National Board, October 26, 2017
Financial Executive Networking Group Arizona Chapter, October 3, 2017
YWCA Professional Advisory Event, September 12, 2017
YWCA of Greater Phoenix Board of Directors, August 28, 2017
A New Leaf Professional Advisory Board, August, 24 2017
Wallace Plese + Dheher CPA Firm, August 22, 2017
Non-Profit Learning Lab Educational Conference, May 2017
Habitat for Humanity, March 2017
Hunter Hagan & Company CPA Firm; December 2016
Boys and Girls Club of Metro Phoenix, December 2016
Planned Giving Round Table of Arizona; October 2016
And Various Other Workshops Prior

Presentation Topics

Recent Speaking Engagements

Recent Speaking Engagements

Tax Advantaged Strategies for Business Sales
Estate Tax Sunset
IRA Stretch Trust and Smart IRA Planning
Wealth Transfer Strategies
Charitable Trusts Made Simple
More Assets Under Management with Charitable Conversations: Advice + Generostiy + Greater AUM
How to Use a Charitable Remainder Trust with Capital Gains Taxed Assets
Legacy Planning
Asset Protection
Real Estate Diversification
Retirement Income using Charitable Stategies
Nothing is Certain Except Death and Taxes
Creating a Family Culture of Philanthropy
How to Establish a Planned Giving Program
Smart Planning with Real Estate Assets
Crisis Creates Planned Giving Opportunities
Family Philanthropy
Nothing is Certain Except Death and Taxes
Creating a Family Culture of Philanthropy
How to Establish a Planned Giving Program
How to Plan with Real Estate Assets
Crisis Creates Planned Giving Opportunities
Save More by Giving More
Owner Preparation for Successful Transition
Alternatives to a 1031 Exchange
Secrets of Engaging Professional Advisors
Gift Planning Tools for Advisors
No Risk No Fear, Your Real Estate Gift Team is Here
Is the Perfect Business Exit a Myth?
Why Planned Giving
Cash is for Amateurs
Family Meetings
Charitable Alternative to a 1031 Exchange
The "Grateful" Dead
Charitable Roth IRA Conversions
How to Ignite a Planned Giving Program
Charitable Trust Case Studies Board Fundraising
Improved Applications for Charitable Trust in the New Tax Code
Donor Advised Funds, Friend or Foe
Planned Giving Tools and Tactics
Planned Giving Conversations
Board Development
Planned Giving for Nonprofit Boards
Sustainability Through Endowment
Charitable Planning Case Design