When Jan 27 12:00 PM
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Mark Ierardi, JD CPA and Lynn Malzone Ierardi, JD

Join the College for a special virtual opportunity with Lynn Malzone Ierardi, JD, Gift Planning Advisor, and Mark J. Ierardi, JD CPA, Tax Director at Grant Thornton, as they share tax tips and trends in celebration of the launch of the Stahl Legacy Society.

There have been many tax changes in the last few years—including a few enacted in response to the pandemic. How will your 2020 income tax return be impacted by the Tax Cuts and Jobs Act, the SECURE Act, and the CARES Act? What tax changes might we see as we look forward—and how might those changes affect you? This session will provide an overview.

The 1-hour talk begins promptly at noon EST and will include time for questions. This event is free and open to the public.

ABOUT THE SPEAKERS

Lynn Malzone Ierardi, JD

Lynn Malzone Ierardi, JD has been in the estate and gift planning field for more than 30 years. She is a leader in the charitable planning community and recently completed a term as 2019 Board Chair of the National Association of Charitable Gift Planners (CGP). Lynn’s book, Storytelling: The Secret Sauce of Fundraising Success, was recently named to Book Authority’s 100 Best Fundraising Book of All Time. As a dynamic and highly rated speaker, Lynn has presented at conferences, meetings, and webinars across the United States and in the UK on a variety of charitable planning topics. She is passionate about helping nonprofit organizations to secure significant gifts using the right assets, and the right structures. She has served as Director of Gift Planning for the University of Pennsylvania since 2005 and as an independent gift planning consultant (GiftPlanningAdvisor) since 2002. Her experience includes gift planning positions in health and higher education, as Vice President with the Merrill Lynch Center for Philanthropy, and the practice of estate planning and real estate law. Lynn is a graduate of Lycoming College and Fordham University School of Law, and a two-time Proud Penn Parent.

Mark Ierardi, JD CPA

Mark Ierardi, JD CPA, serves as a Tax Director in Grant Thornton’s Philadelphia office and has more than 30 years of experience in public accounting. Mark is responsible for delivering consulting and compliance management services to publicly traded and privately held companies in the area of federal, state and international taxes. His broad range of tax experience includes advising businesses in the areas of tax compliance, tax accounting (ASC 740), transaction advisory and tax planning. Mark also provides tax compliance services and consulting to executives of his corporate clients and members of his pass-through entity clients. He serves as a Trustee of the Lake Naomi Club. Mark is a graduate of The State University of New York at Albany and Fordham University School of Law.

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