Charitable Giving Strategies
Webcast Only
4.00 Credits
Member Price $159.00
Non-Member Price $209.00
Overview
With the propensity of younger clients to give back and the desire of older clients to leave a legacy, the interest in charitable giving is at an all-time high. There are many ways to give, many types of charitable organizations to consider, and many alternatives to obtain tax benefits and meet our clients’ objectives.
Highlights
• Gifts of cash and property
• Percentage limitations and substantiation requirements
• Gifts of partial interests in property and transfers in trust
• Community foundations, donor advised funds, and private foundations
Prerequisites
None
Designed For
CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.
Objectives
After attending this presentation you will be able to . . .
• Determine the numerous ways to give and the variety of charities
• Recognize the giving requirements and the percentage limitations on cash and property gifts
• Identify the best technique to use based on the clients' giving objectives
Preparation
None
Leader(s):
Leader Bios
James Gardner, CalCPA Education Foundation
Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a Professor of Tax and Financial Planning and Director of the Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books, The Closing Wealth Transfer Window, 101 Tax Saving Ideas, and Tools and Techniques of Income Tax Planning. In 1997, the Missouri Society of CPAs recognized him as Educator of the Year. Professor Gardner has worked with hundreds of clients as a CPA and estate-planning attorney in Kansas and California. He serves on the Editorial Board of The Journal of Financial Planning and is a former member of the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written over 100 articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.
Non-Member Price $209.00
Member Price $159.00