Time is running out to secure charitable deductions for 2017. How will you help your clients maximize their charitable impact and minimize their 2017 tax burden? While any tax reform measures are still being debated, your clients are likely looking to you for guidance.

Key Speakers

Anne Bucciarelli, CFA
Director, Wealth Strategies AllianceBernstein
Alice Joe, CFA
Vice President, Government Relations Fidelity Investments
Jacqueline Valouch, JD
Vice President, Eastern Divisional Manager, Fidelity Charitable®