Events

This presentation will cover the advantages and disadvantages of each type of charitable entity. Register via Zoom Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as a part of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”) as the preferred charitable vehicle. While a […]

Join us and Family Enterprise USA for an insightful webcast on the Corporate Transparency Act, hosted by Partner, Matt Brown, specifically designed for family-owned businesses. Gain expert insights into the Corporate Transparency Act, understand future legislative changes, and receive practical guidance on navigating complex reporting obligations, ensuring your family-owned business is fully prepared for evolving […]

Strategies to Protect your Religious Liberty and Identity Register via Zoom As part of a three-part series, we will discuss: Corporate restructuring strategies learned from the business world How to navigate challenges to corporate restructuring Case studies illustrating how these strategies are implemented Presented by: John C. Peiffer II and Casey S. Hale   Schedule Presentation 10:00 AM […]

This presentation will discuss the most common mistakes private foundations make. Register via Zoom While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a […]

This webinar will provide an overview of three common tools successful families use to organize and execute on their charitable goals. Register via Zoom You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this […]

Join Brown & Streza attorneys for a discussion on a number of questions as they review recent and ongoing court cases. Register via Zoom How much protection does the First Amendment provide in churches’ self-government? How does federal law protect churches’ property rights? Join Brown & Streza attorneys for a discussion on these questions and […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit Join us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. This presentation will explore how foundational estate planning—covering essentials like powers of attorney, health care directives, wills, and living trusts—becomes […]

President Trump and his administration have established clear priorities in a number of areas likely to impact schools. We will discuss these priorities and their implications for secondary schools and institutions of higher education. We will also provide an update on recent cases that may impact schools and school policies. We hope you will join […]

Private foundations are often misunderstood and sometimes maligned as a philanthropic vehicle. Although private foundations are subject to stringent laws, there are nevertheless plenty of ways private foundations can carry out creative and effective philanthropic initiatives. They are not limited merely to grant making. Join Casey and Zan to learn about the five questions they […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit We invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth, minimize tax […]