Tax efficient distributions to family and charities
View the slides and recording of presentation below, recorded at Carlson School of Management.
Presenters: Andy Whitman, PhD. JD, UMN Professor of Insurance
Bob Hall, CFP, Carson MBA, (ret.)
Tim Brown, MBA, CFA®, CFP®, RICP®, AIF®
Tax efficient distributions to family and charities
Mon, Sep 18, 2023, 9:30am
Presenters: Andy Whitman, PhD. JD, UMN Professor of Insurance
Bob Hall, CFP, Carson MBA, (ret.)
Tim Brown, MBA, CFA®, CFP®, RICP®, AIF®
Prior to this September 18, 2023 session or after this session, you can review the following update on 2023 tax and estate planning considerations:
On June 1, 2023, Sonja Greenwaldt and Susan Hommes, from the University of Minnesota Foundation, presented on estate and gift planning strategies with ideas for impactful and tax-efficient gifts to accomplish your goals. To learn more, you can; view the slides; learn more about Giving to the University, charitable gift options, and download the UMN Foundation’s free estate planning kit.
The Carlson School address is 321 19th Ave S, Minneapolis, MN 55455. The nearest parking garage is the 19th Avenue Parking Ramp, which has a skyway into the Carlson Building. The address is 300 S 19th Ave, Minneapolis, MN 55455. UMN west bank, showing the Carlson School.
~ Andy Whitman, FLG facilitator, [email protected]
Upcoming Events
The UMRA Book Club will discuss Daisy Jones and the Six by Taylor Jenkins Reid when it meets via Zoom on July 18.
Bill Doherty's April Living Well Workshop, Dealing with differences in a polarized world, inspired many UMRA members. He has very graciously agreed to hold a Skills for Disagreeing Better workshop for us in July. You will learn about the values and concerns of the other political side and practice skills for communicating more effectively in the presence of disagreement.
Still Life by Louise Penny.
Join hike leader Nanette Hanks on August 4th for a “Trail in Two Cities” hike.
The UMRA Book Club will discuss Blue Ribbon by Karal Ann Marling when it meets via Zoom on August 15.
Join Larry Micek, hike leader, on August 18th for a hike at Lake Elmo Park Reserve, located at 1515 Keats Avenue North, Lake Elmo, MN.
You are invited–join other UMRA members and friends for a late summer river cruise, this year on the Saint Croix River, departing from Stillwater Riverboat Company dock. Our lovely 2.5 hour private charter cruise on the Saint Croix National Scenic Riverway includes lunch, a cash bar, and the excellent company of friends and colleagues.
Daytrip Stillwater in the afternoon with friends! Make a day of it.
The Great Gatsby, by F. Scott Fitzgerald.
The UMRA Photo Club will next meet at 12:30 pm on Tuesday, September 9, 2025.
Book Club I will discuss West with the Night by Beryl Markham.
Please join hike leader Michelle Trudeau-Spanjers on September 22nd for a hike at Afton State Park.
By David Foster, CFP©, CRPC©, CRPS©. Vice President, Senior Wealth Planner.
Our October 6 hike will be a reprise of our hike last year at William O'Brien State Park. Your leaders will be Jo Prouty, Michael Luxenberg and Bev Moe.