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DTSTART:20161103T120000Z
DTEND:20161103T133000Z
LOCATION:Hilton Rockville Hotel | 1750 Rockville Pike, Rockville, MD 20852
UID:1345120161103T120000ZCharitable Optimization, Secondary Planning for CRTs, and Private Foundation Management Issues
DTSTAMP:20260428T162004Z
DESCRIPTION:\nAbout the Program:\nThis three-part presentation will discuss an innovative way to maximize your client’s charitable deduction; liquidating or exchanging your client’s CRT income interest; and avoiding foundation management pitfalls. \n  \n \nAbout the Speakers:\nEvan Unzelman was named president of Sterling Financial Management, LLC, in 2015, after serving in the role of chief operating officer and other positions since he joined the firm in 2006. During his tenure, he launched Sterling's donor advised fund, grew the firm's CRT income interest sale volume year-over-year and helped develop the "CRT Rollover" strategy to provide new options to CRT donors beyond selling their income interest.\n \nEllen Fishbein is vice president, foundation consulting and management at Sterling. As an accomplished tax attorney and business/legislative advisor, her legal and business skills are particularly well-suited to the needs of Sterling's private foundation, public charity and donor-advised fund clients.  \n \nDetails:\n Breakfast is served at 8:00 a.m. and the program begins at 8:20 a.m. Member registration fee is $35 Guests welcome when accompanying a member host. A guest fee of $50 applies Free parking. Closest Metro Station: Twinbrook on the Red Line
SUMMARY:Charitable Optimization, Secondary Planning for CRTs, and Private Foundation Management Issues - EPC of Montgomery County Maryland, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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