Estate Planning: Maximize giving from your IRA

In this brief webinar, licensed CPA and attorney Jeff Conrad discusses ways to give from your IRA to the American Veterinary Medical Foundation, either during your lifetime or by creating a legacy. You’ll also learn about two ways people support charities via their IRA or retirement accounts. 

This webinar was developed in partnership with the American Veterinary Medical Foundation. 

Jeff Conrad is a licensed CPA and attorney with more than 20 years of experience. As a partner at FGMK Tax Practice in Chicago, he focuses on providing tax planning solutions to closely held business owners, including business and ownership succession planning. He also has extensive experience providing tax and succession/estate planning advice to high-net-worth family groups and family office clients, advising them regarding individual taxation, federal and state estate tax planning, generation-skipping transfer tax planning, trust structuring and administration, family limited partnership, and philanthropic planning. 

Prior to joining FGMK in 2018, he was a tax partner at BKD in Chicago where he worked with the firm’s business succession planning practice and family office practice. Conrad started his career at Crowe and then went on to work at KPMG, including a rotation in their national tax office, where he specialized in personal financial planning.