Professional Advisors Learn from Charitable Tax Expert

This morning the CFO welcomed dozens of members of its Professional Advisors Council to a continuing education seminar featuring Larry Katzenstein, a Partner with Thompson Coburn LLP in St. Louis. With extensive expertise in the areas of estate planning and charitable giving, Mr. Katzenstein is a known authority on planned giving and estate and gift tax rules.

Katzenstein practices in Thompson Coburn’s private client services area with a concentration on estate planning and charitable giving, and representation of exempt organizations. He is a nationally known authority on estate planning and planned giving.

Comprised of estate planning, financial and investment professionals, the Professional Advisors Council assists CFO with increasing the focus of planned charitable giving as well as providing leadership in promoting future charitable gifts to organizations and communities in the Missouri Ozarks.

Professional financial advisors and their clients are warmly invited to participate in the Community Foundation of the Ozarks. For thirty-five years the Community Foundation has been providing individual donors with a flexible, low-cost, professionally-managed mechanism to accomplish individual charitable goals.

Professional advisors are in a unique position not only to serve the charitable needs of clients but also to significantly affect the quality of life in the area. Funds established today at the Community Foundation will provide a critical stream of income to meet changing needs in the decades ahead.