Charitable Gift Planners Hosts Tiffany Goodall, MBA on May 14 To Speak on “The Effects of the New Tax Laws on Charitable Gifts and Gift Planning”
The Santa Barbara Council of Charitable Gift Planners will host Tiffany Goodall, MBA on May 14, 2019, who will “The Effect of the New Tax Laws on Charitable Gifts and Gift Planning”. The lunch meeting will be held at Harry’s Plaza Café, 3313 State Street, Santa Barbara and is sponsored by Wells Fargo.
Tiffany Goodall MBA is a Supervisor in the tax department of Bartlett Pringle Wolf, LLP, Certified Accountants (BPW) in Santa Barbara. She is chair of the Estate Planning Group at BPW where she works on estates and trusts for high-net-worth individuals, as well as winery engagements. Originally from Chatsworth, California, she graduated from UCSB with a B.S. in Aquatic Biology and earned an MBA with an Accounting emphasis in International Finance from the Keller Graduate School of Management.
Ticket prices are $35 for CGP members and $45 for non members. Reservations are required. Log on to https://sbgiftplanners.org/events. For more information contact Chapter President Rochelle Rose at [email protected].
The Charitable Gift Planners of Santa Barbara (CGPSB), formerly known as the Planned Giving Round Table of Santa Barbara, is a professional association for non-profit development officers and allied professionals in financial, legal, accounting, and consulting services. The chapter’s purpose is to educate members about charitable gift planning, advance the mission of non-profit organizations, and better serve the philanthropic goals of donors and clients. CGPSB is affiliated with and a Chapter of the National Association of Charitable Gift Planners. Educational and networking meetings are held five times a year and are open to members and non-members. For more information visit www.sbgiftplanners.org, email Board President Rochelle Rose at [email protected], or phone (805) 682-4711 x179.
Meeting sponsor: Wells Fargo