Annual Advisor Seminar – Save the Date!

15th Annual Professional Advisor Seminar

Co-hosted By:




We’re excited to once again co-host our 15th Annual Professional Advisor Seminar with the Community Foundation of Louisville!

Bryan Clontz, CFP, CAP, will be our key note speaker and will present the Top Ten Charitable Trends Advisors Should Know for 2018 and Case Studies for Advanced Charitable Planning.  Turney Berry, JD, will also give a brief update on the new tax bill and its implications for charitable giving.

This is a free seminar and space is limited, so please register in advance if you’d like to attend.  We will be offering continuing education credits for attorneys, CPAs and CFPs (pending).  

Event Details: 

Friday, May 11, 2018
8:00 AM – 11:30 AM


Muhammad Ali Center
144 North 6th Street
Louisville, KY 40202

Wyatt Tarrant Combs and MCM CPAs and Advisors 



I hope to see you there! And remember, if you have any questions about charitable giving in this new tax environment, or if I can help your clients accomplish their charitable and financial goals, please let me know by calling (812) 948-4662.


Linda S. Speed, JD

President and CEO

Monthly Gift Planning Tips

Valuable Resources for You and Your Clients

Appraisal Rules Obsolete?
Reg. §1.170A-13(c)(3)(i)-(ii) sets out the rules donors must meet when obtaining an appraisal for non-cash gifts to charity . . . more
Charitable Bequests: Taxes Aren’t the Only Reason
Long gone are the days when average Americans considered charitable techniques when trying to reduce or avoid estate taxes . . . more
Forget the Marital Deduction
There is no marital deduction for a charitable remainder trust that pays to children at the death of the spouse . . . more
Want to Keep All the Income? There’s a Way
Although pooled income funds are nearly as rare as unicorns, there is a reason new funds may be attractive . . . more
Content courtesy of R&R Newkirk.


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