Planned Giving Council Essential Update on Recent Tax Law Changes

The Planned Giving Council of Lee County invites nonprofit professionals, financial advisors, attorneys, and CPAs to an eye-opening session on the sweeping tax law changes now in effect, featuring Chelsea Seibel, CFP®.  The program will unpack the impact of the landmark “One Big Beautiful Bill” and the permanent codification of key provisions from the Tax Cuts and Jobs Act—transforming the landscape for income taxes, estate and gift planning, and charitable giving. The luncheon will take place on Friday, January 23, at 11:15 a.m. in the Royal Palm Room at the Broadway Palm Dinner Theatre in Fort Myers. Admission is free for Planned Giving Council members and $45 for non-members and guests. The event is sponsored by Manning & Napier.

For additional details and to register, click here.