SVA Certified Public Accountants professional Richard Kollauf, CPA, CFP®, AEP®, JD will present a planned and major gifts education webinar on November 9, 2021 for Attic Angel Community.
The presentation, titled How to Give During Your Lifetime Without Opening Your Checkbook, will discuss new ways to make a financial gift to an organization without writing a check. Rick will explore a variety of financial vehicles through which one can donate to nonprofits and charitable organizations including appreciated stock, IRAs and required minimum distributions (RMDs), wills and trusts, annuities, and beneficiary designations.
Richard is a Principal at SVA Certified Public Accountants and has experience working in financial, accounting, and legal operations. His expertise in the multi-faceted financial environment includes business succession planning, tax, investments, finance, mergers and acquisitions, estate planning, and trust administration. He also has experience in estate planning and distribution for complex operational and investment multi-state businesses.
About Attic Angel Community
Attic Angel Community is a local, not-for-profit, independent organization composed of four individual corporations:
Attic Angel Community provides high-quality services in a caring and personalized atmosphere that respects the dignity, encourages the independence, and enhances the quality of life of each resident.
SVA has been serving family-owned and closely-held companies since 1974. As we near our 50th anniversary, SVA is committed to remaining an independent CPA firm investing in our future growth. Our culture of innovation and agility provides the platform for our core goal. Serve. People. Better.
Our team members' expertise spans the areas of business consulting, tax, accounting, and audit in a diverse set of industries. We work towards meeting the strategic vision of each business and the owner's personal financial goals. We’re proud to say that this expertise has made SVA a perennial award winner as one of the nation’s Top 100 Accounting Firms, as well as a recipient of Forbes America’s Best Accounting Firms in 2021.