Troy University to present Professional Advisors seminar on Sept. 18

Posted: Monday, 14 September 2009

TROY—The Troy University Office of Development will present a seminar on “Charitable Tax Strategies for Professional Advisors” from 8 a.m. to 4:30 p.m. on Sept. 18 in the Trojan Center Ballrooms on the Troy Campus.

Winton C. Smith, Jr., a nationally recognized consultant and charitable tax strategist, will lead the seminar, which will cover the importance of estate planning in a recession, estate tax strategies, retirement plan tax strategies and professional ethics and charitable gift planning.

A practicing attorney who specializes in estate tax strategies and tax planning, financial development and planned giving for charitable organizations, Smith routinely represents both individual philanthropists and charitable institutions, keeping them informed of the latest tax law changes affecting charitable gifts. Annually, Smith conducts the Planned Giving Institute throughout the United States on behalf of the Council for the Advancement and Support of Education and frequently serves as a speaker at programs sponsored by the National Council on Planned Giving, the National Society of Fund Raising Executives and the Association for Healthcare Philanthropy.

“This is a great opportunity for attorneys, CPAs, and other professionals to receive instruction from one of the foremost authorities of estate planning issues in the country,” said Dr. Jean Laliberte, Troy University’s associate vice chancellor for development.

Cost of the seminar is $125 per person and breakfast and lunch are included. Participants may also register at the door on the day of the event.

For additional information, call the Office of Development at 334-670-3608.