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Tax planning for charitable giving is essential in helping your clients realize the greatest tax benefits from their donations. Join Steven Siegel, an expert in estate and tax planning, as he provides a review of exclusions from transfer taxation, analysis into the characteristics of charitable remainder trusts and charitable lead trusts, and insight into recent changes in the law of exclusions from transfer taxation. You'll come away from this course with a toolkit of strategies on how to advise your clients in charitable giving while providing excellent tax-saving opportunities.
Upon successful completion of this course, participants will be able to:
- Understand and utilize practical, up-to-date charitable giving strategies
- Describe the income, estate, and gift tax issues associated with charitable trusts
- Identify charitable giving tax planning opportunities
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