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ROI Breakfast - Securing Your Future: Tax Reform, Personal Financial Planning, and Charitable Giving

Moderator(s)

• JW

  J. Frank Wilson, MD, FASTRO

This event is ticketed and requires separate registration and an additional fee. Space is limited, so please register early. Please note that events and fees are subject to change.


In this session, experts will update attendees on recent changes in the U.S. tax code as it relates to personal income, estate planning and charitable giving. The Tax Cuts and Jobs Act of 2017 is the largest reform of the individual and corporate tax code in 30 years and has broad reaching implications for financial planning. Strategies to address the changes in tax law will be discussed, including selecting the most tax efficient investments, evaluating current retirement plans, and planning charitable giving. Special attention will be focused on the continuing benefits of supporting non-profit organizations such as the Radiation Oncology Institute (ROI) and the advantages of various giving mechanisms like donor advised funds, trusts, bequests and IRA charitable contributions. Attendees will have the opportunity to meet individually with one of the experts following the session at designated times.

Learning Objectives:

• Explain how changes to the U.S. tax code resulting from the Tax Cuts and Jobs Act of 2017 will affect their personal financial planning.
• Apply strategies to address the recent changes in tax law to make decisions regarding their personal income, investments, retirement plans and charitable giving.
• Differentiate between charitable giving options and determine the most tax efficient mechanisms to make contributions to non-profit foundations such as the Radiation Oncology Institute (ROI) based on their individual financial circumstances.

Presentations:

• 6:45 AM - 7:05 AM

  Tax Reform and Its Impact on Personal Income, Estate Planning and Charitable Giving
  Speaker: Russell LaGreca, CFP, CIMA, CRPS