Meeting Notice

                                    Click on "Events Calendar" above for 2019 meeting dates

Next Lunch Meeting on August 13th at the Plaza Club, 20th Floor   

Click Here to make your lunch reservation for August 13th meeting 

(Deadline to Register online:  August 8th)

11:30 am   Buffet Lunch & Announcements

12:10 to 1:10 pm -- Program

TOPIC:    The Charitable Heart and Mind -- Post Tax Reform

                  The TCJA of 2017 simplified individual income tax along with other changes such as expanding charitable contributions.  This program will provide a brief overview of the TCJA and charitable strategies to meet client's philanthropic and tax planning goals.  Findings from a scientific study on neural responses to taxation and voluntary giving will be shared along with upcoming and pending federal legislation impacting charitable giving.

Accepted for -1- CFP® CE Credit (Course Code:  263811) &  -1- CPE Credit for CPAs

Speakers:          Michael Coppes & Diana Kim -- UH Foundation

Mike is the Senior Executive of Estate and Gift Planning where he has for 11 years rovided charitable estate and gift planning counsel to UH ohana on tax-smart strategies for philanthropic upport of the UH.  A licensed attorney he retired from private practice in 2008. Mike received his JD from Indiana University McKinney School of Law.  He is privileged to be working for the advancement of the UH and the people of Hawaii.

Diana is the Director of the Office of Estate and Gift Planning.  Raised on Maui and is a proud three-time alumna of UH Manoa dedicating 15 years to UH.  She received her JD from William S. Richardson School of Law, her Master's in Public Health and a BA in Psychology, all from UH Manoa.  Diana is a lecturer for the Dept of Family and Consumer Sciences and worked in Congress for then Congresswoman Colleen Hanabusa.  

 Save the Dates: 

Thursday, Sept. 26, 2019 -- All Day Symposium at the Ala Moana Hotel           

Tuesday, November 12, 2019 -- 2 hours Ethics Program with Dan Candura

Cost:  $40 for FPA Members who are not annual lunch participants.

           $45 for Guest who is not a FPA member & do not participate in the lunch program.

Make check payable to FPA of Hawaii or cash.
 

Questions, call   808-394-3451

We do  not  validate parking at the Plaza Club. Municipal parking is available at Harbor Court or Alii Place for 75¢ per 30 minutes, up to 2 hours; $1.50 per 30 minutes thereafter.

FPA of Hawaii is registered with the Hawaii State Board of Public Accountancy as a sponsor of continuing professional education. Complaints regarding registered sponsors may be addressed to:  Hawaii State Board of Accountancy, PO Box 3469, Honolulu, HI 96810

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