Charitable Giving Techniques
Get an overview of charitable giving techniques and updates on how the Biden Administration's proposals could influence the future of charitable planning strategies.
Format
Webcast
Date
Sep 20, 2021
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Author(s)
Ted Batson
Availability
3 months
Product Number
WC3324558
Charitable planning strategies
In this webcast, you'll learn about:
- Charitable gift annuities
- Charitable remainder trusts
- Charitable lead trusts
- And more
Join us to gain insight from attorney and CPA charitable giving expert, Ted Batson, Jr.
Note: This webcast qualifies for CPA and PFS continuing professional education credit and has been submitted for CFP credit approval.
Key Topics
- Outright cash and noncash gifts
- Gifts of life insurance and annuities
- Bargain sales
- Charitable gift annuities
- Charitable remainder trusts
- Charitable lead trusts
- Pooled income funds
- Gifts of remainder interests
- The effect of proposals on charitable strategies
Learning Outcomes
- Recognize the difference between various gift types and their suitability for specific donors.
- Apply reduction rules as they relate to gifts of certain types of property and the classification of the recipient charity.
- Apply the substantiation rule to charitable gifts.
- Recognize the potential effect of the Biden Administration’s proposals.
Who Will Benefit
- CPAs, accountants and finance professionals
- Tax professionals
- Other qualified professionals
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
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