MADISON ESTATE COUNCIL

November 18, 2019

Madison Estate Council Meeting: Charitable Giving - Giving Methods & Tax Implications

E.G. Schramka CPA, JD, ABV, PFS, CIRM

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January 16, 2020

Madison Estate Council *Member Only Event*: Lunch N Learn: "Private Foundations and Donor-Advised Funds: Helping Your Clients Choose the Right Charitable Vehicle"

Page Snow, Chief Philanthropic Officer at Foundation Source

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February 17, 2020

Madison Estate Council Meeting: Heckerling Update

Attorney Mark A. Shiller, Certus Legal Group

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March 19, 2020

Madison Estate Council *Member Only* Event: Lunch-N-Learn: "Basis Step Up Strategies in Light of Portability and Tax Law Changes"

Steven B. Gorin, JD, CPA, AEP

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April 21, 2020

Madison Estate Council *Member Only* Event: "Transition by Design: Successful Succession of the Family Business and Wealth"

Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP

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May 18, 2020

Madison Estate Council Annual Meeting & Topic & Speaker (TBD)

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