CHARITABLE YEAR-END PLANNING - The beautiful and not so beautiful impacts of recent federal tax Legislation
Wednesday, November 19 @ 5:00 pm | City Club of SF
Featured Speaker: Martin Hall
* Please RSVP by November 17, 2025 *
Join Us for our November member meeting
Overview
While the recent federal tax legislation provides positive impacts for many individual taxpayers, there are several changes that will impact the tax effectiveness of charitable planning beginning in 2026. This presentation will highlight what you need to know for the coming year, just in time for year-end planning.
About the Speaker
MARTIN HALL is a founding partner of Hall & Diana LLC, a law firm specializing in wealth planning, estate settlement and charitable tax services in Boston. He is also a Managing Director of RWA Family Office, a division of RWA Wealth Partners, and successor to Ropes Wealth Advisors.
Martin was with Ropes & Gray LLP for 37 years, serving as a partner of the firm from 1994 to 2023 and as the Chair of its Private Client Group from 2006 to 2023. He was instrumental in setting up the firm’s registered investment adviser, Ropes Wealth Advisors, in 2014.
Martin’s legal practice is concentrated in the areas of wealth management, estate planning, trust and estate administration, and charitable giving. He is a member of the American Bar Association (Tax Section) and was Chair of the Tax Section’s Estate and Gift Taxes Committee from 2008 until 2010. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC) and was the Chair of ACTEC’s Charitable Planning and Exempt Organizations Committee from 2010 until 2013 and the President of the ACTEC Foundation from 2014 until 2017. Martin was the Chair of the New England Estate Planning Conference (organized by Massachusetts Continuing Legal Education) from 2007 through 2012. Martin was a founding member of the Professional Advisors Committee to The Boston Foundation and served as the Committee’s initial Chair from 2000-2008. In 2020, The Planned Giving Group of New England awarded Martin the David M. Donaldson Distinguished Service Award for his outstanding service and leadership in the field of charitable gift planning.
Martin is a co-author of The Harvard Manual on the Tax Aspects of Charitable Giving (9th ed. 2011) and of Practical Guide to Estate Planning (CCH 2024). He is a frequent speaker at national and local charitable giving and estate planning programs, including the annual Conference on Charitable Giving co-hosted by Stanford University, Office of Planned Giving, and Silicon Valley Community Foundation, and has been quoted on various charitable tax matters in The Wall Street Journal.
Martin holds law degrees from Cambridge University (Trinity Hall) (M.A., First Class Honors, 1981) and Boston University School of Law (J.D., summa cum laude, 1986). He was a visiting fellow and lecturer in law at the University of Chicago Law School in 1982-83.
Agenda
- 5pm - 6pm: Networking, cocktails, and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)*
- $175 Guests (pre-registered)*
*An additional $25 fee applies if you register at the door.
>>> Don't forget! We're now meeting at The City Club of San Francisco!
CE Credit: This activity may be approved for continuing education credit by the State Bar of California, CFP Board, and American Bankers Association (ABA). Certificates are provided onsite after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
