Charitable Giving Strategies 2024

Friday, June 21, 2024

Webcast or Webinar, Online

11:00AM - 2:30 PM (opens at 10:30AM) EST

4Credits

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$159.00 Regular Price

Non-Members

$209.00 Regular Price

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Course Type: Webcast

Course Code: 24/8124385

Level: Overview

Vendor: California CPA Education Foundation

Field of Study: Taxes

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.

Objectives:

• 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

Major Topics:

• 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

Major Topics:

Designed For:

CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.

Prerequisites:

None