EVENT SUMMARY: | FINANCE AND LEGAL GROUP
The following article summarizes the original event which is listed below the summary.

Tax efficient distributions to family and charities

September 18, 2023, at 9:30am
 

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®

Event recording
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FINANCE AND LEGAL GROUP

Tax efficient distributions to family and charities

Mon, Sep 18 2023, 9:30am

Location
By Zoom, and Carlson classroom, 1-123
 

Presenters:  Andy Whitman, PhD. JD, UMN Professor of Insurance
Bob Hall, CFP, Carson MBA, (ret.)
Tim Brown, MBA, CFA®, CFP®, RICP®, AIF®

Registration is required.

Topics include IRS compliant ways to make qualified charitable distributions (QCD) from your IRA or rollover IRA; funding gifts to Minors and other gifts. Transfers to a charity avoid capital gains tax, and can produce income paid to you, and planning with blended-families.

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

Event Date: May 6, 2024, at 9:30am

We are fortunate to have UMRA member and former Minnesota Landscape Arboretum director Peter Moe to lead this approximately 3.7-mile hike at the Arboretum on Monday, May 6. Plan to have lunch together after the hike at the Eatery café inside the Oswald Visitor Center. 


Event Date: May 6, 2024, at 12:45pm

This session will continue the discussion begun in the May 8, 2023 session.  See that article for details.


Event Date: May 14, 2024, at 11am

If you currently live in your own home or apartment, have you looked ahead to when you might want to consider a senior living option? Do you have any idea what those options might be? How much they cost? What they provide? UMRA’s May 14 workshop will provide an overview of the world of senior living and the basic information you need.


Event Date: May 15, 2024, at 10am

You’re invited to join the final Family History Interest Group meeting for 2023–24. This will be an opportunity to ask questions related to family history, share insights, talk about recent projects, and suggest topics for next year. 


Event Date: May 17, 2024, at 2pm

Stephanie Daily will lead the discussion of Fuzz: When Nature Breaks the Law by best-selling author Mary Roach when the UMRA Book Club meets via Zoom at 2 p.m. on Friday, May 17. 


Event Date: May 20, 2024, at 9:30am

The May 20 hike will start at the Historic Lift Bridge in Stillwater and go along the river to the new bridge, cross over and then back on the Wisconsin side, a total of approximately 5 miles. Most of the route is paved. We will eat lunch after at Brian's Bar and Grill in Stillwater.  Car pooling will be available.


Event Date: May 21, 2024, at 10:30am

Climatologist and meteorologist Mark Seeley joined the U of M faculty in 1978 and has been a weekly commentator on Minnesota Public Radio since 1992. We are honored to welcome him as our guest speaker for UMRA’s May Luncheon Forum and 2024 Annual Meeting. He is always entertaining and informative.


Event Date: May 24, 2024, at 2pm

UMRA’s Fourth Friday Book Club welcomes back, for the second time, author Julie Schumacher, U of M Regents professor of creative writing and English, for a conversation about her novel The Shakespeare Requirement.


Event Date: June 3, 2024, at 9:30am

We are in for a treat on June 3! Lynn Anderson, will lead us on trails at two parks near her Monticello home. Bring a bag lunch and we will gather in Lynn's yard along the Mississippi River for eating and socializing after the hike.


Event Date: June 14, 2024, at 7:10pm

Get out to the ballpark with fellow UMRA members for the annual U of M Day at Target Field as the Minnesota Twins take on the Oakland Athletics on June 14 at 7:10 p.m.


Event Date: June 17, 2024, at 9:30am

Please join us at 9:30 on June 17, 2024 for a walk around Lake Como in St. Paul before attending the UMRA Summer Social and Picnic starting at 11 at the Como Pavilion. A perfect opportunity to get in a walk before we gather to celebrate summer.


Event Date: June 17, 2024, at 11am

Picnic under the covered, open-air Como pavilion, gaze at the water, spy some birds, catch up with friends and former colleagues, and meet new members. We’ll have lunch with plenty of time for visiting and then compete in teams as we are challenged by our Quiz master(s)!


Event Date: June 24, 2024, at 8am

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