CONTINUING PROFESSIONAL EDUCATION SEMINAR

Successfully Navigating the Turbulence of Washington and Wall Street: Private Wealth and Philanthropic Planning in Uncertain Times

Featuring Edward J. Beckwith

Nationally recognized for his expertise and commitment as counsel to high-net-worth families and charitable organizations, Ed Beckwith, a partner at Baker Hostetler, Washington DC, advises families, family offices, and their advisors on the tax-efficient accumulation, management, and transfer of personal wealth. He brings deep experience in the legal and administrative structures that support charitable and educational institutions, healthcare organizations, and trade associations.

Ed is frequently sought after for guidance on governance, best practices, and compliance related to tax-exempt status, as well as for his counsel on the tax and practical aspects of philanthropic giving and funding strategies. A key part of his practice focuses on applying tax law to family and business financial arrangements, including the preparation and administration of wealth transfer plans, and representation before legislative, regulatory, and judicial bodies.

A leader in professional education, Ed has lectured nationally throughout his career and published extensively, including with the American Law Institute and The American College of Trust and Estate Counsel (ACTEC). He regularly chairs continuing education programs for private wealth professionals and has served for over 40 years as an adjunct professor at Georgetown University Law Center, where he teaches and directs a graduate certificate program in Advanced Estate and Charitable Planning.

7:30 – noon
Breakfast (dietary laws observed)

Registration and breakfast at 7:30 a.m.
Program begins promptly at 8:00 a.m.

Continuing Professional Education Credits Available:

Attorneys: Albany Law School’s Center for Continuing Legal Education has been certified by the New York State Continuing Legal Education Board as an accredited provider of Continuing Legal Education in the State of New York. This program has been accredited as a source of four continuing legal education credits for both transitional and non-transitional attorneys in New York State. (3 Professional Practice and 1 Ethics) For financial hardship guidelines, please call Deborah Chapman Goldstein at the Jewish Federation, (518) 783-7800 ext. 230.

Certified Financial Planners: This program meets the requirements of the CFP Board. Four Credits available. CE Sponsor ID #2603.

Certified Public Accountants: Authorized by the NYS Board for Public Accountancy to provide four credits in the areas of Taxation and Advisory Services. NYS Sponsor License #001937.

Register ONLINE:
jewishfedny.org/cpe-2025
or call (518) 783-7800.

 

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Accommodation
We welcome requests for accommodation due to a disability. Please contact Deborah Chapman Goldstein, (518) 783-7800 ext. 230 at least a week prior to the course to discuss your requirements.

Note: New York State Continuing Legal Education Board regulations state that credit shall be awarded only for attendance at an entire course or program, or for attendance at an entire session of a course or program. No credit shall be awarded for attending a portion of a course or a portion of a session.