EST2615. But It's For Charity: Defending the Charitable Contribution

Charitable gifting starts with the best intentions. However, all too often the law undermines the tax benefits. This presentation will cover income tax and estate tax issues advisors should be aware for charitable planning. It will also cover specific asset situations.

Learning Objectives:

• Evaluate unique circumstances in income tax and transfer charitable planning.
• Interpret recent cases and IRS guidance relating to tax planning for charitable gifting.