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Do You Know How to Maximize
Charitable 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 for a special teleconference on Thursday, November 5th, 2020 at 9am Pacific Time (12pm Eastern Time) 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 registration includes: Participation on the live teleconference (including Q&A) and PDF handout materials. The MP3 audio recording and/or PDF transcripts may be added for additional fee at checkout.

  • Program Title: Charity and The Tax Code (After the SECURE Act)
  • Speaker:
  • Date: Thursday, November 5, 2020
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 90 minutes

Register

Includes: Participation on the live teleconference (including Q&A) and PDF handout materials. The MP3 audio recording and/or PDF transcripts may be added for additional fee at checkout.

SKU RSK110520TCALR

Includes: PDF handout materials and MP3 audio recording of 90-minute program.  The PDF transcripts may be added for additional fee at checkout. Will be delivered on or before October 23rd.

SKU RSK102220ODSP

ABOUT THE SPEAKER

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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