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Avoid the Dire, Plan Prior, Before the Exemption Is Set to Expire

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Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once. This presentation will focus on tax-wise planning strategies that advisors should consider with their clients when the Estate Tax Exemption comes to an end in 2025. The higher exemption presents a unique use-it-or-lose-it opportunity, and affluent families should avoid taking a set-it-and-forget-it approach. Now is the time to begin conversations with families that hadn’t worried about Estate Taxes after the exemption was increased in 2018 as many people will need to consider plans that they hadn’t thought about previously.

  • Understand how philanthropic conversations elevate the advisor in the client’s mind
  • Identify clients that will be impacted by the changes in the Estate Tax Exemption. Navigate this new philanthropic conversation with fresh techniques and a roadmap

Charlie Goldsmith

Senior Advisor

American Heart Association

Charlie spent many years selling institutional money management to foundations, endowments, corporations, and governmental entities before transitioning those sales skills to the nonprofit sector.   

For the past fifteen years Charlie has focused on major gift and planned gift fundraising both as a frontline fundraiser and as a leader of fundraising teams.  Charlie finds the ability to help clients and donors achieve their personal financial, tax and philanthropic goals to be the most rewarding aspect of his work.  

Patricia Kummer, CFP®

Managing Director

Mariner Wealth Advisors

Pat has been a CERTIFIED FINANCIAL PLANNER™ professional since 1986. Pat has a bachelor’s degree in business. She is active in the Financial Planning Association, having served on the Colorado board for eight years including as president and chairman. Her focus in her practice and in her volunteer, work is through education, including mentoring new advisors.

Pat was ranked #5 in Colorado (#128 overall) on Forbes’ 2021 Top Women Wealth Advisors list. Pat has been ranked as a Five Star Professional from 2012-2020 among several local accolades in Colorado. She has been a finance columnist for over 30 years and supports many worthy causes.



Avoid the Dire, Plan Prior, Before the Exemption Is Set to Expire
Open to view video.
Open to view video.
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available