The New Tax Law and Charitable Giving – Schwab Charitable – 3.28.18

Summary:

Now On Demand.

Congress recently passed the most sweeping tax code overhaul in decades. The Tax Cuts and Jobs Act went into effect on January 1, 2018, and some experts suggest there could be a significant impact on charitable giving. Join Hayden Adams (CPA, Director of Tax and Financial Planning at the Schwab Center for Financial Research, and former IRS agent) and Fred Kaynor from Schwab Charitable to hear how the new law may affect the future of charitable giving and learn ways to help clients maximize the impact of their philanthropy given these significant changes.

• Understand the most relevant changes in the tax law in relation to charitable giving
• Gain insight on how the tax law may impact high net worth households and charitable giving
• Learn strategies to help your clients maximize the tax benefits of charitable giving
• Explore ways to leverage donor-advised funds and other giving vehicles as part of your clients’ charitable giving strategy

Speakers:

Hayden Adams joined Charles Schwab in 2015 and is the Director, Tax & Financial Planning at the Schwab Center for Financial Research. Hayden is a Certified Public Accountant (CPA), with degrees in Finance and Accounting, and is a board member of the Tax Executive Institute in Colorado.
In his role, Hayden provides analysis and insights on topics such as — tax efficient investing, retirement withdrawal strategies, and income tax planning — for a range of Schwab clients and advisors. Prior to joining the SCFR, Hayden led Schwab’s tax compliance function — serving as one of the lead representative on tax regulatory matters — using his eight years of experience with the IRS to provide guidance on various tax topics. His past work experience also includes financial reporting for an international insurance company and audit services in public accounting.

Fred brings over 20 years of financial services experience to Schwab Charitable. He was formerly with MasterCard Worldwide where he held senior-level positions in customer marketing, global sponsorships and account management. Prior to that, Fred 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. Fred is actively involved in volunteer work, including past board service with Children’s Council of San Francisco and United Way of the Bay Area’s Marketing Advisory Council. He is a graduate of Boston College and is a former Coro Foundation fellow.