ENG2503. Update on Charitable Planning Techniques (EST, TAX)

This session will focus on charitable planning techniques in the current tax environment. Participants will gain a general understanding of how the charitable income tax and estate/gift tax deductions work and how they impact tax planning.

Learning Objectives:

• Identify planning techniques suitable for specific client fact patterns.
• Differentiate between techniques that are suitable for income tax planning vs. estate or gift tax planning.
• Recognize the rules that apply to different charity types and asset classes.