Virtual
Charitable Giving Strategies 2024
Date: Dec. 6, 2024
Time: 8 – 11:30 a.m. PT
CPE: 4
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.
Product Code
1000002678-124858
Credit Type
CPE: 4CFP: 4CPE-Technical: 4IAR-PP: 4MCLE: 3MCLE LS-EP: 3Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.
NASBA Field of Study
Taxes
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Faculty
James Randall Gardner
Randy Gardner is the Founder of Goals Gap Planning, LLC, a personal financial planning firm providing financial education to professionals and individuals and the Director of Education for the Garrett Planning Network. Randy also works as a tax and estate planning attorney with Estate Plan, Inc. Previously, Randy was a Professor of Tax and Estate Planning at the University of Missouri. Randy is the co-author of the books 101 Tax Saving Ideas (...
More about James Randall GardnerAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.