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AEPC November Membership Meeting 2018

  • 13 Nov 2018
  • 4:30 PM - 7:00 PM
  • The Cherokee Town Club

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     November Membership Meeting
Tuesday, November 13, 2018
4:30 pm

The Riley Case: Can this Case be Saved after Tax Reform?

"Meet" JD and Mary Riley, who, at age 70, are considering exiting their $18 million business (an S-Corp) and transitioning to family philanthropy. Tens of thousands of dollars have been spent, over the last couple years, on planning fees. The attorney, CPA, and financial planner crafted the perfect plan. But did JD and Mary sign? And now, will Tax Reform kill it dead?  In this interactive session, we will work across our disciplines to advance this case to a successful conclusion.


Phil Cubeta,  CLU®, ChFC®, CAP®, AEP®

Chair in Philanthropy, The American College, Bryn Mawr, PA

As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.  Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents. He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter) and is a past President of the North Texas Council of Partnership for Philanthropic Planning. In 2012 he was, along with Charles Collier of Harvard, honored with the Fithian Leadership award by Advisors in Philanthropy.

   

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