CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Not Your Grandma’s CRT: Using Charitable Planning Tools to Solve Business Problems

  • CRTP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CSA
Not Your Grandma’s CRT: Using Charitable Planning Tools to Solve Business Problems

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00477-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0477)

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00477-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00477-21-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00477-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Experience and research confirm that very few financial, legal or tax professionals utilize charitable planning strategies to help their clients improve the outcomes of various business issues. This CE Tax webinar demonstrates how to use charitable planning strategies to resolve various business (and personal) tax and financial issues that arise in the regular course of business. This live continuing education webinar includes how charitable planning tools can support the sale of a closely held business (pre-sale and post-sale), facilitate the transfer of a business to the next generation, and assist with multi-generational income planning.

This online CPE webinar covers following key topics:

  • Charitable Planning Strategies
  • Charitable Remainder Trusts
  • Role of charitable planning in M&A scenarios

Learning Objectives

  • To discuss which gifts work best when interest rates are high and which work when rates are low
  • To identify which gifts to use pre-sale and what to do after it seems too late (post sale)
  • To get introduced to several tools that you may not have heard of or used before
  • To find out how (and why it matters) to integrate charitable planning into your practice.
  • To confirm that it’s not always about tax but that’s not a bad place to start

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Public Accountant
  • Certified Senior Advisor
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional

Testimonial

4.6

(86)
62%
36%
2%
0%
0%

AS

Excellent and easy to use

AS

Excellent and easy to use

JJ

Great!

SV

Very enlightening and pertinent

JT

Loved it

JG

Great content. I wish there was a little more time to walk through more examples and detail of the examples.