Welcome and Introduction

Speaker: Susan L. Racey, Partner, Tucker Ellis LLP

Fieldstone Farm Introduction

Speaker: Maureen Foster, Chief Development Officer, Fieldstone Farm

Discussion Points: Maureen will provide an introduction to Fieldstone Farm and its clients, and the benefits of therapeutic riding. She will also explain the role of Fieldstone Farm volunteers and donors.

Charitable Giving

Speakers: Patrick J. Saccogna, Partner, Thompson Hine LLP, and Scott E. Swartz, Counsel and Director, Wellspring Financial Advisors, LLC

Discussion Points: The tax system in the U.S. is in a continuing state of flux with the passage of tax reform laws at the end of 2017. Tax practitioners are still sorting out the effects of the new tax laws in order to provide sound advice to clients. Donors and charitable organizations are not sheltered from the need to adapt to the changes. This session will review important aspects of the new tax reform law and new pronouncements interpreting the law, with a focus on how charitable giving is affected, as well as donor options for maximizing their philanthropic dollars.