About the Event:

Have you ever wondered what a donor meant when they said their taxes prevent them from making larger charitable gifts? Are you curious to know how new state and federal tax regulations may impact donors' decisions to give? Join us on February 9th to learn about fundamental tax issues that donors face and how planned gift strategies can be used to minimize taxes and maximize philanthropy. Experts Frances Olson, CPA, MST (from Clark Nuber) and Nisha Nariya, JD (with Perkins Coie) will share their insights during a panel session.

Speaker: Frances Olson, CPA, MST, Clark Nuber & Nisha Nariya, JD, Perkins Cole

Meet the Speakers:

Frances Olson, CPA, MST, Clark Nuber

Frances A. Olson, CPA, MST, enjoys working with a wide variety of not-for-profit entities in different industries, as well as high net worth individuals. Building trusting relationships with clients is one of her main focuses of service. This approach lets her see the bigger picture from a unique perspective and use it to provide the most appropriate tax advice no matter who the client is. While Frances spends a lot of her day consulting compliance books, she's more into reading fiction in her free time! As a busy mom of an athletic family, she finds passion in strength training, yoga, and being active in her children's sports.

Nisha Nariya, JD, Perkins Cole

Nisha Nariya advises executives, business owners, and multigenerational families on a broad range of basic and sophisticated estate planning strategies, probates, estate and trust dispute resolution matters, and preparations of gift and estate tax returns.

Nisha is also experienced in establishing tax-exempt entities and private foundations, and advising on legal issues affecting formation, charitable giving, and compliance for maintaining charitable status. She completed a secondment with the Obama Foundation in December 2021, focusing on governance and compliance with tax-exempt rules and regulations surrounding programming projects and fundraising.