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SECURE and CARES Act Panel: Industry Insights & Perspectives (Part II)
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SECURE and CARES Act Panel: Industry Insights & Perspectives (Part II)

Join us on Wednesday, May 27 for a virtual learning opportunity featuring

 Export to Your Calendar 5/27/2020
When: Wednesday, May 27, 2020
12:00 - 1:00 PM CST
Where: Online Webinar
United States
Contact: MPGC Office
952-564-3046


Online registration is available until: 5/27/2020
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SECURE and CARES Act Panel: Industry Insights & Perspectives (Part II)
Wednesday, May 27, 2020
12:00 - 1:00 PM

CFRE: 1 | CLE: 1

 

The coronavirus pandemic has created a new landscape for donors, nonprofits and the legal community. In response to the COVID-19 pandemic the federal government sprang into action and passed the CARES Act. The CARES Act temporarily changed some of the provisions of the SECURE Act while providing economic relief to millions of Americans. Additionally the CARES Act created significant changes to how charitable contributions of cash will be treated in 2020.

Please join MPGC as Jay Kautt of Securian Financial moderates an esteemed panel of industry experts who will dig into both the SECURE Act and the CARES Act. The panel discussion will review legal, nonprofit and consultant case studies in response to these important Acts and our current climate.

 

Panelist:
Sheryl Morrison headshotSheryl Morrison, Partner, Lathrop GPM LLP

For almost 30 years, Sheryl Morrison has focused her practice in the areas of estate and wealth planning, transfer tax strategies, business succession planning, estate and trust administration, and creation and administration of charitable trusts and nonprofit organizations. She helps clients accomplish their objectives for management, protection, and preservation of their wealth through strategies that minimize taxes and promote effective ongoing family management of assets, including wills, revocable and irrevocable trusts, generation-skipping trusts, charitable trusts and corporations, grantor trusts, and GRATs and QPRTs. Her experience enables her to advise clients about the many issues affecting the administration and operation of their trusts, estates, and businesses, including business succession planning strategies.

Sheryl’s practice also focuses on philanthropy planning through creating, qualification, and operation and administration of nonprofit and tax-exempt entities, as well as counseling higher education institutions, health care organizations, and other charities about their charitable gift acquisition programs and administration practices.

Joe Tiegs headshot

Joe Thiegs, President & Owner, GENEROWORKS LLC

Joe is President and owner of the consulting firm Generoworks LLC (generoworks.com), specializing in planned giving, values-based estate planning, and family philanthropic advising. Among his roles as a consultant, Joe is a Vice President and representative of Thompson & Associates. Until making consulting his full-time occupation in 2019, Joe was the Planned Giving Director at Minnesota Public Radio and American Public Media in St. Paul, Minnesota. Prior to that, he worked as Associate Director of Advancement at the University of Minnesota Law School, as a Planned Giving Officer at the University of Minnesota Foundation, and as an estate planning attorney at Dorsey & Whitney LLP in Minneapolis.

Joe is a regular presenter for MPGC and other organizations, including several years as presenter of A Brisk Walk Through the Basics. Joe has been involved with MPGC since 2005, and previously served two terms on the Board of Directors from 2008-13. He’s been a member of the Conference Committee (Sponsorship Chair), Finance Committee (Chair and MPGC Treasurer), Membership Committee (Chair), Brisk Walk Committee, and currently the Hargroves Mentorship Program (Co-Chair). Joe serves as the national Planned Giving Advisor for Greater Public and facilitator of its Legacy Leaders cohort. Joe served for several years on the Governing Council and the Legislation Committee of the Minnesota State Bar Association’s Probate & Trust Law Section, and was a member of the MSBA joint Task Force evaluating and making recommendations for adoption of Minnesota’s version of UPMIFA. He earned his B.A. in Political Science and Sociology (Thesis with Distinction) from Northwestern University in Evanston, Illinois, and his J.D. (cum laude) from the University of Minnesota Law School in Minneapolis, Minnesota.

Joe loves people, music, cooking, wine and beer, sports (especially college football and basketball), reading, learning, camping and hiking, photography, cards and other games, humor, spending time with his family, and anything having to do with being on the water.

Tom Wesely, CPA, Owner, Wesely & Wesely CPAs

Tom is president of Wesely & Wesely CPAs, Ltd. Approximately half of his practice is devoted to charitable gift planning and the tax preparation and other administrative duties for over 200 charitable trusts, including charity-trusteed, self-trusteed and bank-trusteed charitable remainder trusts and charitable lead trusts. He also prepares qualified appraisals for gifts of the income interest in a CRT and the annuity interest in a charitable gift annuity. The balance of the practice consists primarily of tax planning and preparation for individuals.

During the past 25 years, Tom has presented over 60 seminars on tax and charitable planning for many organizations, including planned giving conferences, continuing education for the legal, financial planning and insurance professions, and charitable organizations. In 2017 he received the Clinton A. Schroeder Distinguished Service Award from the Minnesota Planned Giving Council.

Tom headed up the planned giving program at Westwood Lutheran Church Foundation in St. Louis Park from 1993-2003, and has served on planned giving advisory boards for many charities, currently for Catholic Charities. He also serves on the investment committee for the Evangelical Free Church of America. He was a director of the Minnesota Planned Giving Council and chaired its education committee from 1998 to 2003. He served on the planning committee for the National Conference on Philanthropic Planning in 2009 and 2011.

 

Moderator:

Jay Kautt, JD
Advanced Sales Counsel, Securian Financial Group

Jay Kautt serves as Advanced Sales Counsel at Securian Financial Group in St. Paul, MN. In this role he assists Securian Advisors and Wholesalers with tax and estate planning cases for Securian clients. Jay also travels and gives presentations to Securian Advisor groups and other business partners on topics ranging from retirement planning to business succession planning to Social Security claiming strategies. Jay has a diverse background that includes practicing estate planning and real estate law and time as a Financial Advisor.

Prior to joining Securian in 2017, Jay most recently spent seven years as a Planned Giving Officer with the University of Minnesota Foundation. Jay's specialties included working with gifts of real estate and life insurance that benefit the University of Minnesota. In addition, Jay provided Planned Giving Support to several medical corridors and colleges at the University.

Jay graduated from Luther College in Decorah, Iowa in 1998 and William Mitchell College of Law in 2005. He is a native of St. Peter, Minnesota, and currently resides in Lakeville, MN with his wife and two daughters.

 

Thank you to our May Virtual Education Sponsor

more Calendar

5/27/2020
SECURE and CARES Act Panel: Industry Insights & Perspectives (Part II)

6/11/2020
Legacy Giving at Lunch Spring Series: What do our donors have to say?

 

 

 

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