Charitable Giving Strategies WEBCAST
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.
Highlights
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.
Prerequisites
None.
Designed For
CPAs, attorneys, enrolled agents, financial professionals, insurance professionals and professional staff.
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
J. Gardner, Surgent McCoy CPE LLC
Randy Gardner, JD, LLM, MBA, CPA, CFP ® is a professor of Tax and Financial Planning and director of the Certificate in Financial Planning program at the University of Missouri - Kansas City. He is a coauthor of several books on tax issues and is also a highly rated discussion leader. In addition to teaching, Mr. Gardner works as a tax and financial planning consultant for several accounting firms and over 200 individual clients. He also serves on the Editorial Board of The Journal of Financial Planning and on the Board of Examiners of the Certified Financial Planner Board of Standards, and he is a member of the Missouri Society of CPAs. Mr. Gardner earned a Bachelor of Arts degree, cum laude, from Harvard University, his JD and MBA degrees from the University of Kansas, and a Master of Law in Taxation from the University of Missouri - Kansas City.
Non-Member Price $209.00
Member Price $159.00