Title: Tax Policy 2023 And Beyond: Driver of Gifts or Restricter of Gifts

Presenter: Amina Saeed

Date: July 25, 2023

Time: 1 p.m. ET
Registration closes 24 hours before each event.

Cost: $35 for members; $70 for non-members
Not a member? Join today and receive member pricing.

Webinar Description: The Senate Committee on Finance recently held a hearing on the federal tax treatment of charitable contributions (March 2022). A report released by the Joint Committee on Taxation (JCT) in anticipation of the hearing affects noncash contributions. The JCT expressed concerns about the valuation of noncash property and about the distributional effects of itemized vs. standard deduction, conservation easement deductions and the substantial growth of donor advised funds. Informed planned giving officers can better advise donors about changes that may be coming in tax law. During this session, we will educate attendees about policy concerns raised by the JCT, discuss the implications of potential tax policy changes, and consider ways planned giving officers can be better prepared to address changes.

Speaker Bio: After several years of practicing law in litigation and appeals, and community advocacy as director of a nonprofit, in 2006, Amina Saeed opened her estate planning law firm in North Aurora, Illinois. Today, she serves clients throughout the Chicagoland area and beyond. Amina provides practical and creative estate planning, representing many high-net-worth clients, asset protection solutions using complex business structures for the myriad challenges faced by her clients, and innovative charitable solutions for both tax planning and philanthropy goals. She is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, the DuPage County Estate Planning Council, the DuPage County Bar Association, and the Fox Valley Estate Planning Council. She serves on the Illinois State Bar Association’s Trusts & Estates Section Council, is a former member of the ISBA’s Diversity Leadership Council, and a former Chair of the ISBA’s Standing Committee on Racial and Ethnic Minorities and the Law. Amina is also a founding member of the Muslim Bar Association of Chicago. Amina has worked with nonprofit groups in various capacities. She is a Leadership Greater Chicago fellow, a member of the Chicago Council on Planned Giving, and studying to become a Certified Specialist in Planned Giving (CSPG) through the American Institute for Philanthropic Studies at California State University Long Beach. Amina is also an advisor to the board of The Mecca Center Endowment Fund. She advises nonprofits on building a planned giving program and accepting planned gifts. She speaks and writes frequently about estate planning and planned giving for other professionals as well as the general public. She earned her Bachelor of Arts degree from Loyola University Chicago, her Juris Doctorate from Valparaiso University School of Law, and a Master of Laws (LLM) degree in Information Technology and Privacy Law from the John Marshall Law School. 

Standard: NSGPS 02

Event Type: 
Purchase Type: 
Date of Event: 
Tuesday, July 25, 2023 - 13:00