Free Planned Giving 101 & Real Estate CPE Lunch - June 21, 2017 11:30 am Sponsored by the Wealth Management & Trust Office
Mark Browning, Planned Giving Officer with the Texas A&M Foundation is the speaker for one hour of CPE. He will provide an overview of charitable planned giving, the major types of planned gifts, the assets that can fund gifts, including real estate, and reasons why donor clients share their philanthropic intentions with their charity or charities of choice. Register through Eventbrite below.
Your contributions to the scholarship fund make a different to these students. Deziree Ybarra and Samantha Jimenez are Tarleton State University of Waco students and they were able to attend summer school with their scholarships.
You can make a scholarship contribution on your TSCPA dues statement or by using the Eventbrite button below. There is no charge to donate directly online.
Top left & clockwise: TSCPA Leadership Day Training in Dallas: Angela Ragan, Nancy Miller and Scott Wiseman participated from the Central Texas Chapter.
Maureen Carroll & her team at Lime Design led an interactive session on "Design Thinking." CPAs from across the state participated in small groups to creatively solve problems and build on strengths.
Angela Ragan has served this past year as our Chapter President and is now on the TSCPA Executive Board. Nancy Miller is our new Chapter President and Scott Wiseman is the Treasurer.
Thank you to our May 24, 2017 CPE Expo Speakers:
Dave Zander, CFP, Bank Nine Financial
Rachel Hobbs, CPA, Waco Foundation
Neely Duncan, CPA, CFE, FCPA, Lane Gorman Trubitt, LLC
Marcus Brooks, J.D. and Trip Dyer, J.D., Winstead PC
Jeff Chadwick, J.D. and Jordan Ware, J.D., Winstead PC
Jason Freeman, J.D., CPA, Freeman Law, PLLC
Henson Adams, J.D., Haynes & Boone, LLP
We received many positive comments on the presentations and all of our speakers were excellent. If you would like to recommend speakers and topics for Chapter CPE, please email Rebekah North at firstname.lastname@example.org