August Chapter Meeting

August 22, 2018
11:30 AM - 1:00 PM
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The Plaza Club
100 West Houston Street, 21st Floor
San Antonio, TX 78205
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Joint luncheon program with PGCSA (Planned Giving Council of San Antonio) “How the New Tax Act will Change the Philanthropic World”

Kimberly FordKimberly C. Ford is president of theKFORDgroup, a leading CPA firm. She has served as a leading tax expert for more than 30 years. Her areas of specialty include tax, accounting, financial and estate planning. She provides direct financial counsel to business owners across South Texas, assisting them in making crucial decisions for success. In addition to her designation as a Certified Public Accountant (CPA), Kim is also a Certified Valuation Analyst (CVA) and a Master Analyst in Financial Forensics (MAFF), both of which are awarded by the National Association of Certified Valuators and Analysts. She performs business valuations and forensic investigations while working closely with attorneys to analyze complex financial situations and provide expert testimony in the courtroom.

Kim Ford, CPA will share various strategies for dealing with clients having charitable intent.  With the new tax law, the need to use fresh perspectives and approaches will be discussed. Ms. Ford will share examples of different types of donors and how their needs can be met.

1-Hour of CFP CE Approved

Tickets

$35.00 FPA Members

$35.00 Guests/Non-Members

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