November Dinner Meeting
"Year-End Tax Saving Strategies"
As we head into the end of the 2025, we are running out of time to help our clients optimize their 2025 tax strategy. I will highlight some of the ways your clients can reduce their 2025 tax liability, and how to take advantage of tax benefits available for gifts to charity before One Big Beautiful Bill Act changes take effect in 2026.
With Special Guest Speaker: Kimberly Pennell, J.D., Vice President, Senior Wealth Strategist
As a vice president and a senior wealth strategist, Kimberly leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (when applicable) and financial goals to determine what is truly important to you in achieving peace of mind. She works with you and your advisors to help develop a strategic financial plan which integrates your financial, estate, tax and philanthropic considerations and preferences. Kimberly identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. She has the high level of technical experience in complex estate, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.Prior to joining PNC Private Bank, Kimberly practiced law for almost 20 years, advising families and business owners on building, preserving, and transferring wealth. Her legal background, combined with her passion for helping clients navigate life transitions and changing markets, brings creativity and insight to every planning conversation.Kimberly's passion for helping individuals find stability through life transitions and changing markets lead her to be a frequent presenter on topics including financial literacy, business and nonprofit associations, legacy planning, and business succession planning. Kimberly graduated with a Bachelor of Arts in political science from Indiana University of Pennsylvania and with a Juris Doctor from Widener University Commonwealth Law School. Kimberly is deeply committed to community and education. She serves on the board of United Way of Lancaster County and co-chairs PNC’s Planning for Business Owners National Practice Group.Kimberly is an avid sports fan who loves being on the sidelines cheering for and photographing her children playing lacrosse. When she isn't cheering on her own children, she is rooting for her favorite Philly sports teams.
