An Update on Common Ways to Give to Charities

Estate Planning * Financial Planning * Tax Planning * Life Planning

Free Event: Saturday, November 2, 2019

9:30 am Continental Breakfast   10.00 am Presentation     11:30 am Q and A
Our expert presenters, Brett Dale, Attornery and Chairman of the Estate Planning Group at Huck Bouma and Biff Behr, ATA, ATP, CPA and President of Behr and Company CPAs, LLC will explain the differences between:
Outright Gifts Estate Bequests Beneficiary Designation gits Life Insurance gifts
Charitable Gift Annunities Traditional IRA  Plan gifts Zero Estate Tax gifts Charitable Trusts
Private Foundations Wealth Replacement Donor Advised Funds

Our Presenters:

Brett M. Dale

Brett M. Dale is a Shareholder and Chairman of the Estate Planning Group with Huck Bouma PC. He represents highly compensated individuals and closely held businesses in various industries. Brett concentrates his practice in estate planning, estate and trust administration, and corporate planning. Brett is licensed to practice in Illinois as well as in Florida.

Brett counsels individuals, executives, and business owners on various estate planning, succession planning and corporate planning techniques. Many of his clients are closely held businesses. His planning techniques focus on federal and state estate, gift, generation-skipping, and income taxation. Brett also represents fiduciaries and beneficiaries in estate and trust issues.

Brett is a frequent lecturer for various groups including the Illinois Certified Public Accounting Society. He is the past President of the Fox Valley Chapter of the Illinois Society of Certified Public Accountants and past President of the Wheaton Rotary Club. Brett is a Director at Cadence Health, member of the Marianjoy Foundation, and also a member of the Board of Trustees of the DuPage Community Foundation.

Biff Behr, ATA, ATP, CPA

Biff Behr opened Behr & Company CPAs, LLC in 1983 after a successful career with two of the Big Four accounting firms. He is highly regarded for his successful resolution of numerous tax cases brought before the IRS, often establishing new precedents for the treatment of future tax cases. 

In addition to earning his license as a Certified Public Accountant, Biff is an Accredited Tax Advisor and an Accredited Tax Preparer. His reputation and expertise make him highly sought-after by civic and professional organizations who call upon him to speak about tax laws and the impact they have on individuals. 

In 2011, Consumer’s Research Council of America designated Biff one of America’s Top Accountants in Federal Income Tax. Biff holds dual degrees in Accounting and Business Management from Eastern Illinois University.


This event is not a sales pitch by our experts.  We will not ask for any donations.  We just want you to have information so you can  make informed decisions.  To attend this event we ask that you register.  To register call 630-584-9443.