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.
Since 1974, SVA has proudly served family-owned and closely-held companies. As we celebrate over 50 years in business, our commitment to remaining an independent CPA firm and investing in our future growth is stronger than ever. Our culture of innovation and agility drives us to fulfill our core mission: Serve People Better.
Our team brings deep expertise in business consulting, tax, accounting, and audit across a wide range of industries. We are dedicated to aligning with each business's strategic vision and supporting the personal financial goals of its owners. This commitment to excellence has earned SVA consistent recognition as one of the nation's Top 200 Accounting Firms and a place on Forbes' list of America’s Best Accounting Firms in 2021 and 2022.
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Madison, WI 53717
(608) 831-8181
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Brookfield, WI 53045
(262) 641-6888
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Colorado Springs, CO 80920
(719) 413-5551
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