Bimonthly Meeting | January 2017

  • Wed, January 18, 2017
  • 7:30 AM - 9:15 AM
  • Highland Park Country Club | Highland Park IL

Registration

  • Preregistration price is $25. At the door price is $30.

Registration is closed

Bimonthly Membership Meeting

Wednesday, January 18, 2017, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
(847) 433-4000

  • Speakers: Kirk Hoopingarner - Quarles & Brady LLP
  • Topic: The Charitable Tax Deduction and Exemption: Calm Before the Storm?
  • Doors open at 7:30 A.M. for a buffet breakfast and networking.
  • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
  • Members - To receive MCLE credit, please supply your ARDC number
  • Members - For CFP credit please provide your CFP ID

Meeting Sponsor


Overview of Presentation:

Kirk will discuss how various proposals from our President Elect, Congress and the IRS could impact charitable giving and tax exempt organizations.  He will also present a summary of trends in charitable giving, including the growth of donor advised funds.

Speaker Bios:
Kirk Hoopingarner is a partner in the Chicago office of the law firm of Quarles & Brady where he practices in the firm's Trusts and Estates and Tax-Exempt Organizations practice groups.  For over 30 years he has concentrated his practice on all faces of wealth planning, trust and estate administration and philanthropy.  He is a frequent speaker including co-presenting with Betsy Brill from Strategic Philanthropy on "Ten Things Not to Miss in Charitable Planning," presenting workshops on charitable planning for both the Madison Community Foundation's and La Crosse Community Foundation's tax and legal seminars in 2014, making presentations at the annual symposiums of the Chicago Council on Planned Giving, and last year making a presentation on Donor Advised Funds for the Professional Advisors Symposium of DePaul University.  Kirk is also quoted on various wealth planning topics including being quoted in the Wall Street Journal in September and October, 2014 on articles discussing naming rights and assessing risks of joining non-profit boards.  He has been very active in various leadership roles in the Chicago region's philanthropic sector, including having served as Board Chair of McGaw YMCA of Evanston, Board Chair of the Evanston Community Foundation and President of the Corporate Responsibility Group of Greater Chicago.  He is on the editorial board of Planned Giving Today and is a frequent contributor to that on line publication.  Kirk is currently serving on the Board of the Evanston Township High School Foundation and on professional advisor committees for the Ann and Robert H. Lurie Children's Hospital Foundation, Lincoln Park Zoo and the Chicago Zoological Society.


GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
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