Charitable Giving Update 2014
Practical advice and planning strategies
- Product Number: 2140413WBC
CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note
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The charitable giving landscape is ever-changing. In order to represent your clients effectively you need to know the latest law, the latest trends, and the latest planning opportunities that are available.
Our experienced faculty includes a former tax specialist with the IRS Exempt Organizations Division and estate planners who specialize in charitable giving.
The faculty discusses recent developments at the IRS and explores how the IRS EO function has changed in recent years, including the effects of the recent "scandal" and how it may affect interactions with the IRS going forward. The faculty also explores the options available to organizations and donors in the face of the IRS historic backlog of applications for recognition of exempt status.
In addition, this seminar addresses charitable giving in a low-interest rate environment. The panel provides an overview of charitable split gift techniques and charitable gift annuities, with a focus on the impact of lower interest rates on the calculation of the income and gift/estate tax charitable contribution deductions.
The panelists also discuss creative uses of private foundations. For families of means who are philanthropically inclined, private foundations can be very useful tools. The faculty reviews the strategies for donors to maximize the tax/estate planning benefits and, at the same time, improve their philanthropic impact. At every step of the way, from formation to operation of private foundations, there are strategies that donors can employ to help their families, contribute to the greater good, and leave a lasting legacy.
Finally, this seminar explores issues to consider when engaging in international philanthropy, including:
Agenda & Materials
9:00 - 9:45 a.m.
9:45 - 10:30 a.m.
10:30 - 11:15 a.m.
11:15 a.m. - 12:00 p.m.
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.