Revising and Expanding Charitable Planning Techniques

Course Details

Date

Tuesday, September 8, 2020

8:00am – 10:00am

Field of Study

Taxation

Course Number

AC0570

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Update

Vendor

ACPEN

Prerequisites

Basic understanding of estate planning

Description

Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

Highlights

Charitable giving using life insurance
Charitable remainder trusts (CRATS and CRUTS)
Charitable lead trusts
Present value analysis
Proper use of life insurance trusts

Objectives

To provide practitioners with an understanding and familiarity with charitable giving concepts

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Registration for this course has passed.

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$79.00
Non-Member Fee Applicable if you are not a HSCPA member.	$109.00
Your Price	$109.00