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Hosted by  Community Foundation Tampa Bay

Tax Smart Giving, Especially with Retirement Assets

This program is part of the Outstanding Speaker Series hosted by Community Foundation Tampa Bay.


Professor Chris Hoyt will be joining us on April 29th to explore the implications of the 2017 Tax Cuts and Jobs Act on charitable giving and explain the 2024 final regulations for liquidating inherited IRAs. Professor Christopher Hoyt will also share strategies to optimize tax benefits for donors including:

  • “Bunching” gifts using donor-advised funds.
  • Making qualified charitable distributions (QCDs) from IRAs.
  • Using charitable remainder trusts to maximize benefits for families and charitable organizations.


Continuing Education Information
2.0 hrs CLE | 1.5 hour CFP | 1.5 hrs CPE* | 2.0 hrs CFTA

*Courses on Taxation qualify for Technical Business CPE credit for Florida CPAs. Written proof of attendance will be supplied.


5:00 PM - Networking
6:00 PM - Program with Chris Hoyt
7:30 PM - Program and Evening Concludes

Register Now

Tuesday, April 29, 2025
5:00 PM - 7:30 PM Eastern Time

Location

Feather Sound Country Club
2201 Feather Sound Dr
Clearwater   FL   33762
(727)382-2999
 
Website for Location
Map for Location




Speaker Profiles

 


Christopher R. Hoyt, JD
Professor
University of Missouri-Kansas City

Christopher R. Hoyt, JD is a Professor of Law at the University of Missouri Kansas City School of Law where he teaches courses in the area of federal income taxation and business organizations.  Previously, he was with the law firm of Spencer, Fane, Britt & Browne in Kansas City, Missouri.  He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin.

Professor Hoyt has served as the Chair of the American Bar Association’s Committee on Charitable Organizations (Section of Trusts and Estates) and is on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow, has been designated by his peers as a “Best Lawyer”, and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.  He is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street Journal, Forbes, MONEY Magazine, The New York Times and The Washington Post.




Event ID  312