January 19th, 2023: Traditional Education Program - Tax and Legal Updates - In Person

  • Thursday, January 19, 2023
  • 8:00 AM - 9:30 AM
  • URI's Robert J. Higgins Welcome Center-Hope Room-45 Upper College Rd, Kingston, RI 02881

Registration

PPP-RI: Traditional Education Program - Tax and Legal Updates


University of Rhode Island - Robert J. Higgins Welcome Center

Hope Room - 45 Upper College Hill Rd, Kingston RI 02881


Thursday, January 19th, 2023


Networking: 8:00 - 8:30 am - Presentation: 8:30 - 9:30 am



Topic: Tax and Legal Updates


In this session, PPP-RI’s Past President, Liz Manchester, offers updates on tax law impacting estate taxes, gift taxes and charitable giving strategies. She will offer tips to incorporate in your materials to promote planned giving strategies to your donors.

As Chair of Partridge Snow & Hahn’s Charitable & Nonprofit Organizations Practice Group, Elizabeth represents tax-exempt entities, centered on compliance, formation, charitable gift planning issues and best practices. She has extensive experience assisting institutions with the inception of planned giving programs, as well as, compliance issues, various corporate governance matters and maintenance of tax-exempt status. Elizabeth also advises charitable institutions and institutions of higher learning about tax benefits available to donors, to assist in discussions with donors appropriately to advance the organization's mission.

Elizabeth advises nonprofits regarding board education, training and advice on fiduciary obligations, compliance, donor representation, endowment fund management, finance, Form 990 and reporting issues, and governance, including bylaws and policies, joint ventures and affiliations, and litigation planning and prevention. In addition, she advises nonprofits regarding managing bequests and complex gifts for organizations, mergers and acquisitions, obtaining and maintaining tax exemptions, policies, political and lobbying restrictions and tax.

Elizabeth also serves as Co-Chair of the Trusts & Estates Group. Elizabeth counsels individuals, families, business owners and fiduciaries on all aspects of estate planning, estate settlement and trust administration in Rhode Island and Massachusetts, including planning and tax strategies designed to further the unique goals of clients.

Members are encouraged to invite guests and prospective new members. Guests may attend free of charge.

REGISTER HERE

Please note:

The venue is the URI Hope Room and not the Hope Club


With a special thanks to our sponsor, Partridge Snow & Hahn LLP

PSH




 

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302 Pearl Street, #108, Providence, RI  02907

ppprhodeisland@gmail.com

 

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