INSTANT DOWNLOAD: “Charity and The Tax Code (After the SECURE Act)”

Do You Know How to MaximizeCharitable Giving Planning
Following The SECURE Act?

Most estate planners are well aware that charitable giving is an important tax planning issue, particularly because the best plan changes as there are changes in tax law. However, by keeping current, one can properly plan how, when and what to give in order to maximize the impact of your contribution.

But, you need to better understand how changes in the tax laws impact the planning recommendations that you make for your clients.

This is why we’ve enlisted the help of nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, and why you will want to be sure to join us on for a very practical presentation entitled, “Charity and the Tax Code (After the SECURE Act)”.

During this 90-minute presentation, Bob will provide you a “what you need to know” and practical discussion on the following topics:

• Overview of tax law regarding charitable donations
• Annual charitable strategies

• QCD Strategies
• Lifetime gifts vs. testamentary bequests

• Benefits of gifting appreciated assets vs. cash
• Charitable planning vehicles
  • Donor Advised Fund (DAF)
  • Charitable gift annuity
  • Charitable Remainder Trust (CRT)
  • Charitable Lead Trust (CLT)

• Benefits of funding testamentary bequests with a traditional IRAs
• Gifts to private foundations

• RA gifts at death
• IRA gifts to revocable trusts at death

• IRAs to CRTs trusts at death
• And much more!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.