Webinar (AICPA): Charitable Giving Techniques

Description

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.

Learning Objectives

*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.

Major Topics

*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

Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
1.5
Who Should Attend

CPAs, accountants and finance professionals; tax professionals; other qualified professionals

Instructor(s)
Ted Batson
Prerequisites

Basic knowledge of tax compliance and planning concepts

Advanced Preparation

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.

Location
Webinar
Event Information
When
Sep 20, 2021
11:00 am - 12:15 pm MDT
Location
Webinar
Total CPE Credits
1.5
Format
Webinar

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Webinar (AICPA): Charitable Giving Techniques


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