Advance reservations are required
CGP Tampa Bay Members - $10.00
Guests - $15.00
Please register to be sent the link/code to join the Session.
CGP Tampa Bay Members - $20.00
Guests - $30.00
Meeting will be held: Community Foundation Tampa Bay - 110 Central Avenue, St. Petersburg FL 33701
Community Foundation of Tampa Bay
Johns Hopkins All Children’s Hospital Foundation
Johnson, Pope, Bokor, Ruppel & Burns, LLP
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
BYRON SMITH: Byron is a partner with RSM. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries, and client representation before the Internal Revenue Service.
PO Box 2092St. Petersburg, FL 33731
charitablegiftplannerstampabay@gmail.com
