Are You Overlooking Opportunities
for Charitable Planning - -
Even When Clients Are Not Normally
Charitably Inclined?
Maximizing income tax and transfer tax deductions have always been the obvious focus of charitable planning. But when you look more closely, charitable planning can be used to accomplish many other significant personal, non-tax client goals.
For example, do you know that properly tailored charitable planning techniques can be used to accomplish these important client objectives?
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Increase the client’s cash flow during retirement
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Diversify the client’s stock or bond portfolio or increase its yield
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Provide for a child with health challenges, while still preserving family harmony
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Sell a business more quickly and easily by reducing the price (but not the after-tax profits!)
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Promote the client’s personal values or interests from beyond the grave - - and involve family members so they bring these values or interests into their own lives too!
Whether you’re an estate planning attorney, financial advisor or CPA, you need to know these overlooked and creative uses of CGAs (Charitable Gift Annuities), CLTs (Charitable Lead Trusts), CRTs (Charitable Remainder Trusts) and other charitable planning techniques on a special 90-minute program entitled, “Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know”.
PROGRAM DETAILS:
Title: Creative & Overlooked Charitable Planning Techniques Every Advisor Should Know
Duration: 90 minutes
Cost: $149 for Immediate Download / $199 for Printed Materials & CD
Speaker: Martin M. Shenkman, Esq., CPA, MBA
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$149
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$199 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc. and Martin M. Shenkman are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc. and Martin M. Shenkman. |