Professional Advisors

Upcoming Seminars

Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative. 

Spring 2018 Seminar: Tax Reform…Will Behaviors Change?

Wednesday, May 16 from 8:30 a.m. – 11:30 a.m.
Location: Midwest Public Risk, 19400 East Valley View Parkway, Independence, MO 64055

Knowing how to best serve your clients in regards to tax planning will have a new layer of complexity this year in many areas including charitable options. Local experts Mike Martin (Martin Tax and Financial Services) and Beverly Powell, CPA (Truman Heartland Community Foundation CFO) will provide insights into the new law and walk through case studies of before and after scenarios on overall tax law effects.  Learn how charitable planning conversations will be an even more important element in overall tax strategy in 2018 and beyond. 

Attendees will learn about:

  • New Tax Law
  • Charitable Giving Strategies During Life
  • Estate Planning Tax Considerations
  • Donor Advised Fund Bundling Strategies

  • Continuing Education (approval pending):

  • 3 hours Missouri CLE
  • 3 hours – CFP
  • 3 hours – Missouri Life/Health Insurance CE
  • Speaker Profiles

    Mike Martin is the owner of Martin Tax and Financial Services, a Registered Financial Consultant, an Accredited Tax Advisor, and an Enrolled Agent licensed to represent individuals in tax hearings before the IRS. 



    Beverly Powell is the owner of Owner of CPA, LLC and has served as the CFO for the Truman Heartland Community Foundation since 2007.



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