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FPA DFW Fort Worth Chapter Meeting - Fort Worth Club
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7/25/2017
When: July 25
11:00 am - 1:30 pm
Where: Fort Worth Club
306 W. Seventh St.
12th Floor
Fort Worth 76102
United States
Contact: Melisa Hall
972-747-0407

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FPA DFW Fort Worth Chapter Meeting


This event will qualify for 2 CFP CE and 2 CPA CE


 

I Just Checked to See What Condition My Condition Was In

Current State of Tax Reform

 

Guest Speaker: Gary Post, J.D., Partner at The Blum FIrm, P.C.

 

During this session Gary Post will discuss the current state of the tax reform in Washington as it pertains to the estate, gift, and generation-skipping transfer taxes and the impact that this may have on the transfer tax system and estate planning on the whole.  Gary will also report on the revolutionary developments in the estate planning practice.  As a result of participating in this event, you should be able to identify principal differences in the current tax reform proposals, recognize potential tax changes tied to legislation, and evaluate tax planning opportunities based on likely reforms.

 


Gary V. Post,
a Partner in The Blum Firm, P.C., with law offices in Fort Worth, Dallas, Houston, and Austin, specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, and charitable planning. He received his J.D. from Southern Methodist University School of Law and his B.B.A. magna cum laude/Beta Alpha Psi from Texas A & M University. Mr. Post is a frequent speaker and author on various estate planning topics. He is Board Certified in Estate Planning and Probate Law, a Past President for the Tarrant County Probate Bar Association, past Chairman for the Estate Planning and Probate Law Exam Commission for the Texas Board of Legal Specialization, member of the Estate Planning and Probate Law Advisory Commission, is recognized as a Texas Super Lawyer by Thomson Reuters, and is also a Fellow of the American College of Trust and Estate Council. Mr. Post is active in the community and served as Chairman of the Board of the American Cancer Society, receiving the 2004 Volunteer of the Year Award.



 

 

 

Creating Philanthropy Using Noncash Assets

 

 

Guest Speakers: Rod Riggins, CFA, CAP; The Dallas Foundation &

Nancy Jones, President/CEO at the North Texas Community Foundation

 

Many people have heard about community foundations, but do financial advisors really know how their clients can benefit from working with one? Come learn from two local community foundations, the North Texas Community Foundation and The Dallas Foundation. Hear from Nancy Jones and Rod Riggins how liquid assets can be the best tools for philanthropic planning and how community foundations are set up to help. The speakers will present solutions to complex charitable planning dilemmas and offer a cross-disciplinary approach that touches on legal, tax, investment and financial planning techniques. 

 

Topics discussed in this session include: Noncash assets statistics;  Donor-advised funds;  Comparison of Giving Vehicles;  Benefits of using Community Foundations;  and case studies. 

 

 

Rod Riggins joined The Dallas Foundation in October, 2015 in a new position – educating and assisting advisors with how they help their clients achieve charitable goals.  Rod moved from the wealth management industry, where he worked with advisors and wealthy families for more than 25 years.  Rod is a Chartered Advisor in Philanthropy (CAP), a Chartered Financial Analyst (CFA), and earned an M.B.A. from Southern Methodist University and a B.A. from Vanderbilt University. “It is the time of my life and career for me to give back to the community.   Working with advisors for the benefit of their clients and the charities that they support is an awesome way to give.”

 

 

 

 

Since Nancy E. Jones took the helm as President/CEO at the North Texas Community Foundation in 2009, its assets have more than doubled to more than $275 million. During that time, more than 12,000 grants and scholarships have been awarded in excess of $106 million at the local, regional and national levels.  Nancy is a nationally-prominent leader in the development of community foundations across the U.S. She previously served as the founding president of the Community Foundation of Abilene, building it from an initial base of $750,000 to $80 million in endowed assets. Nancy was appointed in 1997 by then-Governor George Bush to serve on the Board of Regents of the Texas Tech University System. She has served on the Board of Directors of the Council on Foundations, and currently serves on the Community Foundation National Marketing Action Team. Nancy holds a Master’s degree in Economics from the University of Southern California, and a Doctorate in Business Administration from the University of Kentucky at Lexington.  Through Nancy’s leadership, the North Texas Community Foundation has established an annual capacity building grant cycle, WORTH, a program that trains the next generation of philanthropists on charitable giving, the Insights Series on philanthropy, a Professional Advisor Outreach Committee and the Tarrant County Private Foundation Group. 

 

 

 



AGENDA

10:30 AM Check In/Registration/Networking
11:00 AM Chapter Meeting and Luncheon
1:30 PM Meeting Adjourned

 


Parking will be validated.


MEETING FEES

$40 FPA Members 
$55 Guests/Non-Members
$0 Corporate Partners & DFW Season Ticket Holders

 

 




 

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