Nov 17, 2020 - Nov 17, 2020
Dr. Russell James
James explored how people could take advantage of special one-time opportunities - how the circumstances of the pandemic, market fluctuations, interest rate drops, CARES Act tax law changes, and SECURE Act tax law changes has led to some attractive opportunities for those with charitable interests.
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About the Presenter
Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). Dr. James has published research in over 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.