Now On Demand.
As we near December, Congress is still wrestling with major economic legislation and a package of tax changes to pay for it. In this webcast, specialists from Charles Schwab and Schwab Charitable will discuss how the latest tax proposals on Capitol Hill may impact your clients and charitable giving. They will review the current giving environment and suggest some compelling tax-smart giving strategies to consider as clients make their year-end philanthropy decisions.
Topics include:
An overview of the proposed tax code changes and ways to possibly reduce tax exposure
Why 2021 is a favorable environment for charitable giving
Tax-efficient giving strategies to consider for philanthropically-minded clients
Speakers:
Michael TownsendManaging DirectorLegislative and Regulatory AffairsCharles Schwab & Co., Inc.
As Managing Director 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’s Washington Wise Investor podcast. 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.
Hayden Adams, CPA, CFP®Director of Tax and Financial PlanningSchwab Center for Financial Research
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 KaynorManaging DirectorMarketing & Business DevelopmentSchwab Charitable
Fred is Managing Director, Marketing and Business Development of Schwab Charitable, and 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. Fred brings over 20 years of financial services experience after holding senior-level positions at MasterCard Worldwide and Visa. Fred 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.
