Annual Meeting - Section 642(c) – The Income Tax Charitable Deduction for Estates and Trusts
Date: Wednesday, May 8, 2024
Time: 5:00pm - 7:30pm
Location: DuPont Country Club
Speaker: Jeremiah (Jere) Doyle
MEETING NOTICE
RSVP by: Noon – Friday, May 3, 2024
Sponsors:
Belfint, Lyons & Shuman, P.A.
Peak Trust Company
To sponsor an event, please contact Mark Singer or Mike Neri, Sponsorship Chairs.
AGENDA:
- Cocktails: 5:00 pm
- Dinner: 5:45 pm
- Speaker: 6:30 pm (Jeremiah (Jere) W. Doyle BS, J.D., LL.M.)
- Topic: Section 642(c) – The Income Tax Charitable Deduction for Estates and Trusts
MENU:
- Strawberry salad with toasted almonds, chevre, and champagne raspberry vinaigrette
- Filet mignon and crab cake with chef’s choice of sides
- Crème brulée with berries and whipped cream
- VEGETARIAN: Vegetarian lasagna roulades