Consequences of the New Tax Law on Charities & Estates

Jim Bell, CFP®, Founder and Chief Investment Officer of Bell Investment Advisors, is eager to educate community nonprofit organizations on the Tax Cuts and Jobs Act and its impact on philanthropy. At this Lunch and Learn, he will speak and take questions regarding:

  • Qualified Charitable Distributions
  • Strategies regarding standard vs. itemized deductions
  • Changes to tax savings for charitable contributions
  • Solutions for donors

Bell Investment Advisors’ office
1111 Broadway, 16th Floor, Oakland, CA 94607
City Center Parking accessible from 11th Street at Clay

There is no fee for this event. Space is limited and reservations are required.
To attend, RSVP to, or 510-433-1066 ext. 100

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