Year-End Charitable Planning

Date: Tuesday, December 6, 2016
Time: 11:30am - 1:00pm
Location: Portofino - 249 E. Main Street, Lexington
Speaker: Leigh McKee, CPA - Dean, Dorton, Allen, Ford, PLLC, Lexington, KY

We are very pleased to welcome another one of our own to speak to us for our December meeting.  Leigh McKee, CPA, is a long-time member and former President of the Bluegrass Estate Planning Council.

Leigh has worked with Dean Dorton since January 1996, providing a variety of tax services to clients.  She works with clients in a wide variety of industries, including nonprofits, colleges and universities, healthcare, natural resources and equine.  She also covers the estate/gift, succession planning and international areas.  She is a frequent speaker on nonprofit and estate planning topics, including charitable giving, tax exempt issues, governance matters, entity structuring or restructuring and business venture planning.  She is also a board member for the Central Kentucky Planned Giving Council.

Leigh will be covering topics in her presentation that will help you guide your clients through their year-end giving.  Please RSVP today in order to reserve your seat and lunch...you will not want to miss this!

 

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