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

Feb 05, 2025 · 1 hour 31 min watch

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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.

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Topics

Personal Financial Planning

Subtopics

Estate Planning
Investment Planning
Retirement Planning
Tax Planning
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