What The Heck Happened????!!!!! - Byron Smith - INPERSON & VIRTUAL

  • July 20, 2021
  • 11:30 AM - 1:00 PM
  • Centre Club AND Zoom
  • 70

Registration


Registration is closed

What the Heck Happened????!!!!!

IN-PERSON & VIRTUAL

What We Learned About People and Ourselves During the Pandemic

Discussion Leader Byron Smith of RSM

The time we will spend together in July is a time to share what is mentioned above.    Please bring your questions and observations for all of us to learn what each of us have learned over the past 17 months.

Observations to discuss in addition to YOUR burning questions!
  • Have you reviewed the requirements and applied for the Employee Retention Credit Program?   Why and or Why not
  • Cryptocurrency as a gift... Should you accept? Tax consequences for the Donor? Reporting and Tax Consequences for the Donee? Do I, the organization need help in this transaction?
  • Number of Grant Requests appear to be down to Private Foundations and to Major Donor’s/ Investors.   Why is this???
  • What have the results of donations been over the past 17 months compared to the previous 2 years and why?
  • How did you, the people around you and society as a whole handle COVID protocols?  Good Bad and Ugly.
  • What will be your passion/drive for your organization and you personally as we move forward?

Tuesday - July 20, 2021

 IN-PERSON

11:30 a.m. Registration & Networking

11:45 a.m. Welcome & Lunch Service

Noon Program

AFP Member - $30.00

Guest - $40.00

Centre Club - 123 S West Shore Blvd. 8th Floor, Tampa FL 33609

 VIRTUAL

11:45 a.m. Welcome & Virtual Networking

Noon Program

AFP Member - $10.00

AFP Member - COVID Hardship - FREE

Guest - $15.00

Zoom Information will be sent to all registrations via email confirmation.


Menu Options

SALAD: Centre Salad - Seasonal Greens, Poached Pears, Cherry Tomato, Macademia Nuts, Crumbled Goat Cheese, Blueberries, Candied Walnuts and White Balsamic

REGULAR: Falafel Crusted Chicken - Warm Cucumber & Feta

VEGETARIAN/GLUTEN FREE: Stuffed Avocado - PicoDeGallo, Farro & Quinoa, Cilantro, Feta Cheese & Grilled Lime

Guidelines

We are excited to return to in-person meetings and our top priority is your health. Several protocols have been put in place for your safety. Please take a moment to read the guidelines below and confirm on your registration that you agree to comply.

Guidelines:

  • Guests are required to wear face coverings when entering the building and in all common areas. Face masks can be removed once inside the meeting room. The CDC  recommends if you are not yet fully vaccinated to keep your face mask on except for when eating or drinking.
  • Meeting room capacity will be limited to 60 members, which is 50% of normal capacity.
  • Meeting room will have no more than 12 tables with half of the tables accommodating 6 guests and the other half of the tables accommodating 4 guests. Guests will seat themselves where they feel most comfortable.
  • Tables will be set 6ft apart.
  • Social distance of 6ft is strongly encouraged at all times.
  • Hand sanitizer will be provided, and restrooms are located nearby for hand washing.
  • Pre-registration is required. Unfortunately, we are unable to accommodate walk-ins.
  • Both doors into meeting room will be open to avoid crowding.
  • Nametags will be on table for guests and will be collected after event and properly sanitized before storage.
  • We trust one another to exercise appropriate behavior when networking. Please be respectful of others comfort level that may differ from yours.

Please choose the virtual option IF: 

  • You have tested positive for COVID-19 in the last 14 days.
  • You have been recently exposed to someone with COVID-19.  
  • You are waiting on COVID-19 test results. 
  • You feel you may be becoming sick, running a fever, or experiencing any symptoms associated with COVID-19 such as fever, cough, or shortness of breath. See a full list of symptoms here.

APPROVED for 1 Hour CFRE Credit


Speaker Bios

BYRON SMITH: Byron is a partner with RSM. His areas of concentration include planning for wealth accumulation and preservation, taxation and accounting issues regarding estates and trusts, board governance, and tax consulting for not-for profit organizations. Byron has over 30 years of experience providing IRS Form 990 preparation and consulting services to not-for-profit clients. He has extensive experience in structuring complex charitable gifts to maximize the taxable and financial benefits to donors and receiving organizations. He has also been actively involved in developing planned giving programs and relationships with impactful donors. Byron has developed extensive knowledge in business succession planning for closely held businesses. In addition, Byron has been actively involved in comprehensive income tax planning for S corporations, individuals, controlled groups and partnerships in retail, manufacturing, agricultural, and various service industries, and client representation before the Internal Revenue Service.
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