The New Normal for Charitable Tax Planning
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LUNCHEON PROGRAM
THURSDAY, NOVEMBER 6, 2025
NOTE LOCATION!
DOUBLETREE HILTON - NEAR THE GALLERIA
4099 VALLEY VIEW LANE, DALLAS
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
REGISTRATION DEADLINE: OCTOBER 28, 2025 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS
WALK-INS ARE NOT GUARANTEED A MEAL
THE NEW NORMAL FOR CHARITABLE TAX PLANNING
JUSTIN MILLER
Sponsored by HighGround Advisors and Carter Financial Management
Recent tax reform complicates strategies for tax-efficient charitable contributions. Using actual client experiences, this presentation explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. During the program, you’ll get an in-depth look at charitable IRA rollovers, legacy IRAs, CRTs, charitable gifts from trusts and estates, donor advised fund distribution requirements, purpose trusts, 501(c)(4) social welfare organizations, and “charitable LLCs.”
Justin Miller is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University, a Life Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.
There is continuing ed credit approval for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, Cumberland Trust, Brown Advisory and Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Stout, Carr Riggs & Ingram, View Capital Advisors, Neuhoff Hunt, Phillips, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm,Matter Family Office, Bisignano Harrison, Inspired Valuation Group, Steel Grove Advisors, Tipping Mineral Management, Atwood & McCall, Dallas Auction Gallery, Probity Advisors, Inc., Hancock Whitney and Baker Tilly
IMPORTANT: PLEASE READ BELOW!
THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 11/11/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.
PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING
