RSVP: Year-End Tax Tips

This holiday season, why not save money while making a positive impact? We’re excited to invite you to a special Zoom session on Monday, December 16th featuring two financial experts who will share easy year-end tax tips to help you maximize your charitable giving.

As a thank you for being a valued KCRep supporter, we’re offering you the chance to learn from Amy Pieper of Commerce Trust Company and Brad Sprong, an independent high net worth individual advisor and tax expert. Together, they’ll guide you through simple and effective strategies to save money as you make your year-end charitable gifts.*

Please RSVP:

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About our presenters

Amy Pieper is Senior Vice President and Director of Nonprofit Services for Commerce Trust Company. She and her team are responsible for delivering holistic financial and advisory services that are specific to the unique needs of nonprofit agencies. Prior to joining Commerce Trust in 2014, Amy acquired more than 20 years of industry experience, serving most recently as senior vice president of foundations and endowments with UMB Institutional Asset Management. Prior to her tenure at UMB, Amy served in multiple roles at U.S. Trust, working with both institutional and high net worth clients.

Currently an independent advisor to high net-worth individuals, Brad Sprong was most recently the national Tax leader of KPMG Private Enterprise Group before retiring in October. He has more than 38 years serving private enterprise clients and helping address their tax needs. With a focus on wealth transition, efficient operating processes and tax efficient transactions, Brad provides insights and advice in areas of governance and structure, generational transition planning and income tax consulting and compliance services for the family, family businesses, and family investments.

Direct questions to Carrie Lenahan, Associate Development Director at lenahanc@kcrep.org or 816-235-5420.

*After attending, check with your financial advisor to determine the best options for you!