Expert Advice

Skip Fox

1746 Society Webinar: The CARES Act: What You Need To Know

June 10th, 2020 / Gift Planning

Presented by Charles “Skip” D. Fox ’75, Partner, McGuireWoods
Signed into legislation on March 27, the $2 billion stimulus bill known as the CARES Act (Coronavirus Aid, Relief, and. Economic Security Act) provides relief to individuals and businesses negatively impacted by coronavirus through direct aid, loans, tax incentives, and more. This webinar will give an overview of recent COVID-19 relief legislation and the implications to tax, business, and charitable planning.

Gary Snerson

1746 Society Webinar: Charitable Gifts of Real Estate

May 25th, 2020 / Gift Planning

Presented by Gary Snerson, Senior Vice President, Non-Cash Assets, at Charitable Solutions LLC
Real estate can be a tax-wise way to support causes you care about and realize your philanthropic goals. This webinar will cover the most common (and a few less common) cases for making a gift using various types of real estate holdings, along with the tax implications and pitfalls to avoid.

Scott Clemons

1746 Society Webinar: The Economy and Markets in the Time of Coronavirus

May 11th, 2020 / Gift Planning

Presented by G. Scott Clemons ’90, Partner, Chief Investment Strategist, Private Wealth Management, Brown Brothers Harriman

The COVID-19 crisis poses unprecedented challenges to public health, our economy, and financial markets. Even when the health risks begin to recede, the task of restarting economic growth looms large, with implications for businesses and investors alike. This webinar will consider the economy and financial markets in the age of COVID-19.

Skip Fox

1746 Society Webinar: Tales from the Charitable Crypt

February 11th, 2020 / Gift Planning

Presented by Charles “Skip” D. Fox ’75, Partner, McGuireWoods
One would think that making gifts to Princeton or any other charity should be simple. However, the federal tax laws governing charitable giving are anything but simple. The failure to comply with these tax laws can cause donors to lose the income tax charitable deduction for gifts made during life or the estate tax charitable deduction for gifts made at death. This webinar session will examine mistakes made by others in making charitable gifts so that your charitable gifts go to charity and you get the full charitable deduction to which you are entitled.

Wade Pfau

1746 Society Webinar: How Much Can I Spend in Retirement?

December 9th, 2019 / Gift Planning

Presented by Wade D. Pfau, PhD *03, Professor of Retirement Planning, The American College
For those of us wishing to retire one day, we are increasingly responsible for figuring out how to save during our working years and converting these savings into sustainable income for an ever-lengthening number of retirement years. In this webinar we consider retirement risks and how to approach building a plan to meet the financial goals of retirement while managing these risks.

1746 Society

1746 Society Webinar: The Annual Giving Legacy Program: Generosity Pays!

December 2nd, 2019 / Gift Planning

Gifts made in the form of a gift annuity or charitable trust—gifts that make payments to the donor or other beneficiaries for life or a term—can now be credited to reunion giving campaigns starting at the 50th. Learn about the tax considerations and ways donors use these giving structures to diversify their retirement income, avoid or reduce capital gains tax, and move assets out of their estate.

Jenny Jordan McCall

1746 Society Webinar: Tales from the Darkside: Avoiding Unforeseen Financial Dangers and Traps for the Unwary

October 24th, 2019 / Gift Planning

Presented by Jennifer Jordan McCall ’78, Partner, Estates, Trusts & Tax Planning, Pillsbury Winthrop Shaw Pittman LLP
Most of us work very hard to achieve financial security for ourselves and our families. It can be shocking to find out that falling prey to unforeseen traps may negatively impact our personal and financial safety. Learn how to identify warning signs before issues arise and safeguard your assets and loved ones.

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