Reducing Taxes Through Philanthropy: Effective Strategies 1.5 Credits
Learning mode
Financial professionals are often the gatekeepers of client wealth. As financial professionals, you hold a unique position of influence when it comes to philanthropy. You not only have the opportunity but also the responsibility to guide your clients in making generous charitable gifts.Â
This CPD Course will delve into the strategic use of philanthropy to minimize taxes effectively while maximizing charitable impact. The course begins by exploring the foundational concepts of philanthropy, emphasizing how charitable giving can align with financial goals to reduce tax liabilities. Participants will learn practical strategies such as gifting securities, utilizing donor-advised funds, and leveraging life insurance policies for charitable purposes. Case studies and real-world examples will illustrate how individuals and businesses can optimize their estate planning and tax strategies through strategic philanthropy.
Whether planning for personal finances or advising clients on charitable giving strategies, this course provides essential knowledge and practical insights into leveraging philanthropy for tax efficiency and impactful giving.
Key topics covered:
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1.5 CE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
AJAG offers a comprehensive selection of professional development courses in Tax, Accounting, Assurance, Ethics and more - all designed to keep CPAs informed and up to date. We strive to deliver the highest quality, most relevant and accessible continuing education content for CPAs in Canada. Our instructors are some of the most well-respected presenters in their field and present their own course material - covering a wide range of relevant, timely topics.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
TB
Interesting presentation although geared towards the extremely wealthy individuals.
CG
Great presentation.
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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