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Webinars

September 2018

Consequences of the New Tax Law on Charities and Estates What Nonprofits and Their Supporters Need to Know


While the new law impacts individuals and the economy in a multitude of ways, in this webinar, Jim Bell, CFP®, Founder and Chief Investment Officer at Bell, hones in on the law’s effects on charities and estates. Some of the questions he will address are:

  • What effect will the new standard deduction have on charitable giving?
  • How do qualified charitable distributions become even more important?
  • How might estate tax changes influence charitable giving?

The talk should be of particular interest to all nonprofit professionals seeking to learn more about how the new tax law will impact individual donors, their supporters, and nonprofits in general.

Jim Bell is offering to address community nonprofit organizations in the San Francisco Bay Area on this vital topic. If you are interested in having Jim speak to your board or group, please contact us at 510-433-1066 or info@bellinvest.com.

Jim Bell, CFP®, President and Founder

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The Bell Investment Advisors Investment Committee had the great privilege on July 11, 2018 to be visited by the distinguished John B. Emerson, American diplomat, lawyer, and former U.S. Ambassador to Germany, who was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. He currently works in global distribution […]

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