Speaker:Shaun McClung, CPA, Managing Director of CBIZ MHM,LLC - Tampa Bay CBIZ provides financial, benefits and insurance services to organizations and individuals, including accounting and tax services, employee benefits, property & casualty brokerage services, valuations, and retirement plan services. Mr. McClung specializes in business succession planning, due diligence, estate planning and weath transfer, and IRS matters/controversies. His office is located in Clearwater, Florida. www.cbiz.com
Topic: 2018 Income Tax Update for Estate Planners
Sponsored by: Gould Cooksey Fennell PLLC
Thursday, January 10, 2019 5:15-7:00 p.m.
Location: Quail Valley Boathouse Speaker:Downey McElroy PA Topic: Co-Fiduciary Liability Sponsored by:PNC Wealth Management
Thursday, February 28, 2019 5:15-7:00 p.m.
Location: Quail Valley Boathouse Speaker: Jeff Wolken of Northern Trust Topic: Planning in a Low-Interest Rate Environment Sponsored by: Wilmington Trust
Tuesday, April 23, 2019 8:00-9:00 a.m.
12th Annual Pinnacle Award Breakfast to Honor 2019 Recipient
The Pinnacle Award is to recognize a professional advisor from Indian River County who has demonstrated excellence in charitable planning. Visit this website for nomination criteria and a nomination form. Sponsors: TBD Chairman: David Osgood
SAVE THE DATE and invitations for RSVP will be emailed out ahead of the Pinnacle Award event. If you wish to be included on the mailing list, please contact Anita Calabro at (772) 492-1919 by phone or email.
Tuesday, May 7, 2019 5:15-7:20 p.m.
Location: Quail Valley Boathouse Event: IREPC/PGIRC Joint Council Meeting
Speakers: Jane Dunlap Callahan, Shareholder, Dean Mead, Attorneys At Law Jeffrey R. Pickering, President and CEO of the Indian River Community Foundation Adam Logemann, Vice President, Stewart Management Group, Motor City Classic Cars
Topic: Jane Callahan will provide a legal perspective on giving and receiving unusual assets. Jeff Pickering will
provide a case example of a gift of real estate and a gift of wine. Adam Logemann will provide a case
example of a gift of a classic automobile. Wine will be served and classic car(s) onsite for viewing.
Sponsored by: Indian River Community Foundation
May/June 2019 Board of Directors Installation Meeting for the 2019-2020 Season
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