The Impact of Tax Reform on Giving: An Interactive Panel Discussion at WCNY

 

Tuesday, August 14 from 12 – 1:30 p.m.

Please join WCNY for a luncheon and lively panel discussion as the experts weigh in on how the recent changes to the Tax Cuts and Jobs Act will impact aspects of charitable giving. We’ll also share what you can do now to prepare for these changes, by presenting giving strategies that work well under the new code.

Time will be provided for an interactive dialogue with questions from the audience.

Please RSVP at the bottom of this page by August 7

 SCHEDULE

12 – 12:15 p.m. Lunch will be Served

12:15 – 1:20 p.m. Presentation & Panel Discussion

1:20 – 1:30 p.m. Q & A Session

EVENT LOCATION

WCNY Broadcast and Education Center

415 W. Fayette St.
Syracuse, NY 13204

Free Parking On-Site

PANELISTS

Tax Reform Panelist_Dunn

Peter DunnPresident & CEO, CNY Community Foundation

Peter Dunn has more than 20 years of experience in the community foundation field working to support the growth and impact of the philanthropic sector. In 2008, Peter became the third President and CEO of the Central New York Community Foundation in Syracuse, NY. The oldest and largest philanthropic foundation in the Central New York region, the Community Foundation currently administers more than 700 component charitable funds with a collective value of more than $230 million. In its most recent fiscal year, the Community Foundation distributed more than $14 million in grants and support for local leadership initiatives and nonprofit capacity building efforts. The Community Foundation has distributed more than $170 million to local charities since its inception.

Previously, Peter was Vice President, Philanthropic Services with the California Community Foundation (CCF) in Los Angeles, CA. Peter joined CCF as Gift Planning Officer in 1996, became Director of Gift Planning in 1998 and the foundation’s chief development officer in 2006. During his tenure, CCF’s assets grew from $200 million to more than $1.3 billion and it received more than $1.2 billion in charitable contributions – in the process becoming one of the nation’s largest community foundations. From 1994 to 1996, Peter was Program Coordinator for Community Foundation Services at the Council on Foundations in Washington, DC. At the Council, Peter managed programs addressing community foundation legal, development, marketing and investment issues. He began his nonprofit career as a campaign fundraiser for the United Way of Buffalo and Erie County in 1993.

In June 2011, Peter was appointed by New York State Attorney General Eric Schneiderman to the Attorney General’s Leadership Committee on Nonprofit Revitalization. He is currently a member of the board and treasurer of the Volunteer Lawyers Project on Onondaga County, Syracuse Say Yes Scholarship Council, Downtown Committee of Syracuse and the NY Funders Alliance, a regional association of foundations and funders. He is also a member of the boards of CenterState CEO, Syracuse 20/20, CharitySTRONG, CNYArts and of the Early Childhood Alliance leadership council.

 

Tax Reform Panelist_Jeff

Jeffrey B. Scheer, Esq. | Chairman of the Board, WCNY / Business and Transactions – Trusts and Estates, Bond, Schoeneck & King PLLC

Jeffrey is a business law attorney who represents a wide range of small to mid-size businesses across New York State, including Metropolitan New York City. He focuses his practice on advising closely-held businesses and health carepractices on multiple levels and aspects of their business operations and transactional matters, including succession planning, acquisitions, mergers and sales, secured financings, non-qualified deferred compensation matters, equity related employee benefit matters, share holder/principal relations, contract negotiations and state and federal tax planning. Jeffrey has handled numerous private debt and equity placements, including new market tax credit financings and venture capital investments, and made securities filings for Regulation D offerings and State Blue Sky offerings. He also provides legal services to tax-exempt organizations and currently serves as general counsel to a family foundation.

Jeffrey attended University at Buffalo School of Law (J.D., 1996) as well as the University of Rochester (B.A., with honors , 1993). Several honors and affiliations Jeffrey is involved in includes being featured in New York Super Lawyers 2017 ®, Business and Corporate, the New York State Bar Association, Massachusetts Bar Association, and Onondaga County Bar Association.

Jeffrey currently holds a Board Member position at the following organizations: Green Family Foundation, The Jewish Community Foundation of Central New York, Inc., The Jewish Health & Rehabilitation Center, and The Jewish Home of Central New York Foundation. He is also a chair member on the Board of Trustees for WCNY – Public Broadcasting Council of Central New York, Inc.

 

Tax Reform Panelist_Nass

Kevin Nass, CPA | Tax Partner, Fust Charles Chambers LLP

Kevin provides income tax, merger, acquisition, estate tax planning, and advisory services to many of the Firm’s closely held businesses. He has worked extensively with the owners of closely held businesses in choice of entity and structuring new business ventures as well as planning for ownership transition. Kevin is also responsible for the delivery of all tax-related services to the Firm’s financial institution clients. He is the Chairman of the Firm’s Technology Committee and is responsible for the development and enhancement of the Firm’s website.

Kevin serves as the President of the Board of Trustees of the YMCA of Greater Syracuse, the Treasurer of the Fayetteville-Manlius A Better Chance Program and on the Professional Advisor Council of the Central New York Community Foundation. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Kevin is a graduate of Syracuse University and resides in Pompey, NY.

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