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All Access Pre-Conference Workshop Onsite Only

EST24101. Charitable Giving Strategies

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY** Charitable giving is a key component of many clients’ lifetime and estate planning. This session will cover the basic tax rules applicable to charitable giving and, building on that foundation, explore key charitable giving strategies your clients want to know about. Join us as we unpack this key component of a tax practitioner’s tool kit.

Learning Objectives:

  • Apply the charitable deduction rules to client charitable gifts.
  • Distinguish how to assist clients with identifying the most impactful charitable giving strategies for their facts and circumstances.
  • Compare charitable giving strategies and their suitability.
Date/Time
CPE Credits
3.5
NASBA Field of Study
Taxes
Level
Intermediate
Advanced Preparation
None
Session Tags
EST