Nonmembers
$150.00
AICPA Members
$150.00
Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.
Not-for-Profit
Conference
Charitable Giving, Structuring New Entities - Donations, Deductions, Limitations, etc.
Learn about different charitable giving vehicles, including the use of program-related investments.
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
NASBA Field of Study
Taxes
CPE Credits
2
Product Number
NOT22106ON
View
Business & partner
Conference Details
Charitable giving is a dynamic topic that impacts donors and nonprofit organizations alike. Everyone can benefit by creating charitable giving plans and finding ways to maximize the tax benefits. In this workshop, learn about different charitable giving vehicles, including the use of program-related investments by private foundations, private operating foundations, donor-advised funds, and others, and the benefits and drawbacks of each. We will discuss nonprofit organizational structures and charitable giving trusts, and the types of assets that can (but sometimes shouldn't) be contributed to each.
Learning Objectives:
- Analyze the benefits and drawbacks of charitable giving vehicles, including charities, foundations, and charitable trusts
- Assess alternatives to setting up your nonprofit organization such as donor advised funds and community foundations
- Determine charitable giving thresholds and limitations for cash as well as various types of assets
Presenters:
Ofer Lion, Co-Chair of ABA Section of Taxation, Subcommittee on UBIT, Partner, Seyfarth Shaw LLP
Chérie Williams, CPA, Tax Manager, Moss Adams
View the complete list of Pre-Conference Workshops available for the 2022 AICPA & CIMA Not-for-Profit Industry Conference.
More Details
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic understanding of not-for-profit structures.
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Online - 2pm–3:40pm ET
Jun 2, 2022-Jun 2, 2022
$150.00
Group ordering for your team
2 - 4 registrants
Save time and register your team. You will receive an order summary receipt upon checkout. Questions? Use our chat feature, call 888-777-7077 or email service@aicpa.org
5+ registrants
We can help with group discounts. Email groupconference@aicpa-cima.com
Or call 1-800-634-6780 (option 2)
Accessibility
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Ratings and reviews
System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here