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9th Annual Hot Topics in Charitable Planning

January 31, 2023 at 4:30pmToday
Mark T. Weaver
Regional Parks Foundation

Mark Weaver is a featured panelist at the Regional Parks Foundation's 9th Annual Hot Topics in Charitable Planning Seminar virtual program, "Planning Amid Inflation and New Tax Laws: Economic Outlook, Techniques to Take Advantage of Rising Interest Rates, and an Analysis of Secure Act 2.0."

Session Overview: 

  • Review the state of the economy with inflation at its highest level in more than 40 years, and interest rates at their highest level in 15 years.
  • Discuss how existing charitable and non-charitable plans should be analyzed in light of these conditions, and provide recommendations.
  • Review the tax law changes contained in Secure Act 2.0, which is enroute to being passed before the end of the year.

Panelists: 

  • Michael Yoshikami, PH.D., CFP, CEO and Founder, Destination Wealth Management
  • Mark T. Weaver, Partner, Farella Braun + Martel LLP
  • Meredith Johnson, CPA, CFP, Partner, BPM