CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Charitable Giving Tax Planning

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Taxes

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:

  • 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

Course Specifics

Course ID
WC18165728
Original Release Date
April 2, 2016
Revision Date
June 8, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-00956-16-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0928
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
CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 2 hour(s) and 30 minutes to watch today.

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Taxes

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:

  • 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

Course Specifics

Course ID
WC18165728
Original Release Date
April 2, 2016
Revision Date
June 8, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-00956-16-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-0928
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
CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 2 hour(s) and 30 minutes to watch today.

$98.00