Are You Overlooking Opportunities
for Charitable Planning - -
Even When Clients Are Not Normally
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?
- Increase the client’s cash flow during retirement
- Diversify the client’s stock or bond portfolio or increase its yield
- Provide for a child with health challenges, while still preserving family harmony
- Sell a business more quickly and easily by reducing the price (but not the after-tax profits!)
- 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”, presented by nationally renowned estate planning attorney and CPA, Martin M. Shenkman, J.D., CPA, MBA.