10.15.25
Date: Wednesday, October 15, 2025
Time: 3:00 p.m. – 4:00 p.m. EST
Location: Virtual
Contact: Elise Hoffer, 513.352.6748, Elise.Hoffer@ThompsonHine.com
Session 3: Onboarding New Members
As a fund board leader, you are likely facing governance challenges like succession planning, board recruiting and onboarding the next generation of members. Join our three-part Coffee Chat series, where independent directors share insights and strategies for tackling these issues.
In this third and final session, our presenters will delve into tools and techniques to ensure a smooth transition for new board members. Topics include mentorship programs, onboarding agendas and formal and informal integration strategies.
Presenters:
- Cassandra Borchers, Partner, Thompson Hine
- Dina Tantra, Independent Board Director and Chair for Heartland Funds, Chair of Nominating and Governance Committees for Boston Trust Walden Funds, Thornburg Income Builder Opportunities Trust and Mutual Fund Directors Forum
- Lisa Mougin, Independent Director, RiverNorth Capital Management, LLC
- Kate Ives, Independent Trustee, Transamerica Mutual Funds
| Washington Taxable Estate | Estate Tax (Jan 1 - Jun 30, 2025) | Estate Tax After July 1, 2025 | ||
| Base Tax | Old Tax Rate | Base Tax | New Tax Rate | |
| $0 - $1MM | $0 | 10% | $0 | 10% |
| $1MM - $2MM | $100,000 | 14% | $100,000 | 15% |
| $2MM - $3MM | $240,000 | 15% | $250,000 | 17% |
| $3MM - $4MM | $390,000 | 16% | $420,000 | 19% |
| $4MM - $6MM | $550,000 | 18% | $610,000 | 23% |
| $6MM - $7MM | $910,000 | 19% | $1,070,000 | 26% |
| $7MM - $9MM | $1,100,000 | 19.5% | $1,330,000 | 30% |
| $9MM + | $1,490,000 | 20% | $1,930,000 | 35% |