Events

Join us on Friday August 12 in person or on line to hear about updates regarding 2022 tax legislations, changes at the Federal and state level. We will also look at some of the proposed changes out there to be aware of.

Learning Objectives:

• Bring you up to date on the 2022 legislative changes that impact your donors and clients

• Provide you 2021 & 2022 comparative tables of inflationary adjustments

• Highlight useful charitable court cases

• Cover current IRS issues

7:45 AM – Social Time

7:55 AM – Announcements

8:05 – 9:00 AM – Program

Our Presenters:

Jenna Hauschild, CPA

Jenna has more than twelve years of experience providing tax and accounting services to a broad range of clients. She is a FORVIS Private Client advisor and provides sophisticated income, gift and estate tax compliance, consulting and planning services to individuals, families, businesses, fiduciaries and more. As part of the Private Client team, Jenna uses a forward-looking approach to help FORVIS clients grow and preserve assets, defer income, and reduce taxes.

Her experience includes focusing on the tax and consulting needs of high-net-worth families and their closely held businesses.

She is a member of the American Institute of CPAs, Missouri Society of CPAs, Kansas Society of CPAs, Kansas City Estate Planning Society, and Starlight Planned Giving Council. She also serves as Treasurer for the Kansas City Estate Planning Symposium.

Jenna is a 2007 graduate of The University of Kansas, Lawrence, with a B.S. degree in accounting and a 2009 graduate with an M.Acc. degree.

Jessica Kinnard, CPA

Jessica has more than nine years of experience providing tax and accounting services to a broad range of clients. She is a FORVIS Private Client advisor and provides sophisticated income, gift and estate tax compliance, consulting and planning services to individuals, families, businesses, fiduciaries and more. As part of the Private Client team, Jessica uses a forward-looking approach to help FORVIS clients grow and preserve assets, defer income, and reduce taxes.

She is a member of the American Institute of CPAs, Missouri Society of CPAs, Mid-America Charitable Gift Planners and Kansas City Estate Planning Society. She also serves as Program Committee Chair of the Fundamentals committee for the Kansas City Estate Planning Symposium and Second Year Director for the Kansas City Estate Planning Society.

Jessica is a 2011 magna cum laude graduate of University of Missouri, Kansas City, with a B.S. degree in accounting and 2012 graduate with an M.S.A. degree with taxation emphasis.

Recommended for:

• Allied Professionals
• Attorneys
• Boards of Directors
• CPAs
• Consultants
• Estate planning professionals
• Financial Planners
• Nonprofit Staffs
• Trust Officers
• Volunteers