SACRAMENTO ESTATE PLANNING COUNCIL

September  Meeting
Using IRAs for Charitable Planning: QCDs, CRTs, and Tax-Efficient Giving

Speaker
Helen Cheng, Esq., Partner ~ Withers Bergman, LLP

The SECURE Act dramatically changed how inherited retirement accounts are distributed, creating new planning challenges and opportunities. This session will examine qualified charitable distributions (QCDs), charitable remainder trusts (CRTs), and other strategies that can help clients support charitable causes while improving tax efficiency and supporting philanthropic goals. Attendees will gain practical insights into planning opportunities, common pitfalls, and recent developments affecting donors, advisors, and charitable organizations.

Agenda
Registration/Cocktails/Heavy Appetizers: 5:00 p.m.
Meeting: 5:45 p.m.
Presentation: 6:15 p.m. - 7:15 p.m.

Menu

• 4-5 selected appetizers
• Roasted Whole Turkey Breast (carving station) - Pommes Puree, Seasonal Vegetables, Cranberry Chutney, Turkey Gravy & Rolls

Cost to Attend
SEPC Member:  $100
Guest: $130
No refunds after September 15.

For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

Please note there is 1 hour of MCLE credit pending. 

Nonmembers who wish to attend this program, contact Raquel Altavilla at admin@sacepc.org who can assist you with registering.

Registration closes on Tuesday, September  15.  No refunds after September 15.