Charitable Giving Strategies 2024
4.00 Credits
Member Price $159
Non-Member Price $209
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
- 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):
- James Gardner, CalCPA Webcasts
Non-Member Price $209
Member Price $159