Charity & Tax Code: Best Strategies for Current Economy & Financial Markets

Charitable giving is always an important tax planning issue because the best plan changes as tax law changes.

This session will cover various topics, including:

• Overview of tax law regarding charitable donations

• Annual charitable strategies and timing

• Lifetime gifts vs. testamentary bequests

• Charitable gift annuities and basis

• Donor-advised funds

• Blending charity with Roth conversions
  
  Key Topics

• Overview of tax law and charitable strategies

• Advanced charitable planning vehicles

• IRA and estate planning strategies
  
  Learning Outcomes

• Apply charitable giving strategies for clients.