Charitable Giving Strategies 2024

Friday, December 06, 2024
Webcast or Webinar, Online
11:00AM - 2:30 PM (opens at 10:30AM) EST
4Credits

Registration is Open

Members
$159.00 Regular Price
Non-Members
$209.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$80.00 Members / $112.00 Non-Members
Course Type: Webcast
Course Code: 24/8124858
Level: Overview
Vendor: California CPA Education Foundation
Field of Study: Taxes

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.

Objectives:

• Determine the numerous ways to give and the variety of charities • Recognize the giving requirements and the percentage limitations on cash and property gifts • Identify the best technique to use based on the clients' giving objectives

Major Topics:

• 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

Major Topics:

• 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

Designed For:

CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.

Prerequisites:

None