Post-election tax strategies for charitable giving – Schwab Charitable – 12.1.20

Summary:

Now On Demand.

With the election behind us, what will be the impact on tax provisions for charitable giving? Join a panel of experts from Charles Schwab and Schwab Charitable who will discuss the political landscape, the potential impact on tax benefits for charitable giving, and tax-smart giving strategies to integrate into your clients’ wealth management plan.

Speakers:

As Vice President of Legislative and Regulatory Affairs, Michael is Charles Schwab’s Washington-based political analyst. With more than 27 years of Washington experience, he analyzes legislative, regulatory and political developments to determine how they would affect individual investors, retirement plan participants and investment advisers.

Michael is the host of Schwab’sWashingtonWise Investorpodcast. He is a featured speaker at dozens of employee, client, adviser and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets.

Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine.

As Director of Tax and Financial Planning for the Schwab Center for Financial Research, Hayden provides analysis and insights on topics including income tax planning, tax-smart investing, asset allocation and retirement withdrawal strategies for a range of Schwab clients and advisors.

Hayden publishes commentary and insights regularly on Insights & Ideas and in Schwab’s On Investing magazine. He regularly educates the public on tax-related topics through appearances at public conferences, in podcasts and webcasts, and he has been quoted on financial and philanthropic websites.

Hayden previously led Schwab’s tax compliance function, providing expertise on tax reporting for Schwab clients. He also served as Schwab’s lead representative on tax regulatory matters.

Prior to joining Schwab in 2015, Hayden worked for eight years at the IRS as a senior auditor for complex flow-through entities (such as partnerships, S corporations and LLCs) and high-net-worth individuals. His past work also includes financial reporting for an international insurance company and audit services in public accounting.

Fred Kaynor is Vice President, Marketing and Business Development of Schwab Charitable, one of the largest national providers of donor-advised funds and other philanthropic services. Schwab Charitable is an independent, 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. Since its inception, Schwab Charitable has facilitated more than $15.8 billion in grants to 172,000 charities on behalf of donors.

Mr. Kaynor is responsible for engaging and building relationships with donors, financial advisors and charities in order to help increase the impact and efficiency of giving in the United States. He has also led an innovative marketing, communications, and partnerships strategy that has established Schwab Charitable as a leader in the non-profit sector. Since Mr. Kaynor joined Schwab Charitable, annual grants have grown from less than $1 billion to more than $3 billion in Fiscal Year 2020.

Prior to Schwab Charitable, Mr. Kaynor held senior-level positions at MasterCard Worldwide in customer marketing, global sponsorships, and account management. Before that, he managed strategic relationships with key global financial institutions and led marketing initiatives with leading sponsorship properties at Visa. He began his career in advertising with Young & Rubicam in New York.

Mr. Kaynor is actively involved in volunteer work, including past board service with Children’s Council of San Francisco and the United Way of the Bay Area’s Marketing Advisory Council, as well as various leadership roles with his local parish. He is a graduate of Boston College and a former Coro Foundation Public Affairs Leadership fellow.