“Update - 2024” - A Panel Discussion

8 am – Networking and Breakfast

8:30 am- 10:00 am – Panel Discussion

Five local experts, with specialties in law, finance, taxes and philanthropy, will provide an update on a variety of topics related to taxes, philanthropy, investing and business. This will be a live event.

Our Panelists:

• Lynn Burns, Owner of Burns Tax Consulting, LLC
• Karen Crim, Senior Director, Tax Services for Nonprofits at RSM US LLP
• Mike Parks, President - The Dayton Foundation
• Frank H Scott, Senior Investment Advisor,PNC Private Bank

• Sam Warwar, Tax Partner at Coolidge Wall Co., L.P.A

Cost: Free to all PPP Dayton Members and Guests

Continuing Education: Continuing education credits are pending

Host or Publisher Partnership for Philanthropic Planning - Dayton Chapter