CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Charitable Giving Tax Planning

Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Taxes

Course Materials

Below are the materials for Charitable Giving Tax Planning.

Charitable Giving Tax Planning (pdf)

Self-Study Video

Watch Self-Study Video

Course Description

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.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the factors affecting charitable giving and the resulting tax benefits (income, gift, estate, and generation-skipping taxes) in order to utilize strategies which will meet both charitable goals and tax savings goals.
  • Cite various trusts and other tax planning tools available for use in charitable and tax planning when preparing an estate plan and list their characteristics.
  • Recognize the applicable IRS Code regulations governing the amounts and timing of charitable deductions for income, estate, and gift tax and perform the calculations of such deductions.
  • Identify various income and tax reporting requirements for noncharitable beneficiaries of CRTs.
  • Cite characteristics and uses of charitable lead trusts.

Course Specifics

Course ID
8162559VID
Revision Date
November 21, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01092-16-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1055
CTEC Federal Tax Law Credits: 2

Course Instructor

Steven G. Siegel Headshot
Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

Steven G. Siegel, JD, LLM Read More »

Charitable Giving Tax Planning

Expert Instructors
Format
CPE CREDITS
2 Credits: Taxes

$98.00

You purchased this course on:
2019-06-26 11:24:00
Icon_Self-Study
Self-Study
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Taxes

Course Materials

Below are the materials for Charitable Giving Tax Planning.

Charitable Giving Tax Planning (pdf)

Self-Study Video

Watch Self-Study Video

Course Description

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.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the factors affecting charitable giving and the resulting tax benefits (income, gift, estate, and generation-skipping taxes) in order to utilize strategies which will meet both charitable goals and tax savings goals.
  • Cite various trusts and other tax planning tools available for use in charitable and tax planning when preparing an estate plan and list their characteristics.
  • Recognize the applicable IRS Code regulations governing the amounts and timing of charitable deductions for income, estate, and gift tax and perform the calculations of such deductions.
  • Identify various income and tax reporting requirements for noncharitable beneficiaries of CRTs.
  • Cite characteristics and uses of charitable lead trusts.

Course Specifics

Course ID
8162559VID
Revision Date
November 21, 2018
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01092-16-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1055
CTEC Federal Tax Law Credits: 2

Course Instructor

Steven G. Siegel Headshot
Steven G. Siegel, JD, LLM

Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Steven is the author of many books, including: The Grantor Trust Answer Book (2018 CCH); The Adviser’s Guide to Financial and Estate Planning(AICPA 2019); Federal Fiduciary Income Taxation (Foxmoor 2019); and Federal Estate and Gift Tax (Foxmoor 2016). He is also a co-author with Richard Oshins, Esq. of The Anatomy of the Perfect Modern Trust, Estate Planning Magazine January and February 2016. In conjunction with numerous tax-planning lectures he has delivered …

Steven G. Siegel, JD, LLM Read More »

Charitable Giving Tax Planning

Expert Instructors
Format
CPE CREDITS
2 Credits: Taxes
You purchased this course on:
2019-06-26 11:24:00

$98.00