In this webcast, you’ll learn about charitable gift annuities; charitable remainder trusts; charitable lead trusts and more. Join us to gain insight from attorney and CPA charitable giving expert, Ted Batson, Jr.
*Recognize the difference between various gift types and their suitability for specific donors. *Apply reduction Rules as they relate to gifts of certain types of property and the classification of the recipient charity.*Apply the substantiation rule to charitable gifts.*Recognize the potential effect of the Biden Administration’s proposals.
*Outright Cash and noncash gifts *gifts of life Insurance and annuities *Bargain sales *charitable gift annuities *charitable remainder trusts *charitable lead trusts *Pooled income funds *gifts of remainder interests *the effect of proposals on charitable strategies
CPAs, accountants and finance professionals; tax professionals; other qualified professionals
Basic knowledge of tax compliance and planning concepts
This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.