Currently, all CPE and networking events are offered virtually only.
Visit our updated catalog »
As the personal financial planner, you must have a clear understanding of the terminology associated with charitable giving and a broad knowledge of the charity “industry” to educate your clients and help them fulfill their altruistic desires while, at the same time, making tax− and estate-wise decisions.
Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers:
Format: Voiceover PowerPoint, Audio
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.
None.
None.