Options for Clients with Charitable Remainder Trusts (CRTs)

Webinar Qualifies For

• 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
• 1 General Credit for Accountant/Bookkeeper/Tax Professionals
• 1 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00897-22-O)
• 1 CE Credit for Annual Filing Season Program (AFSP)
• 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0836)
• 1 CPD Credit for Personal Financial Specialist (PFS)
• 1 CE Credit for Chartered Financial Consultant (ChFC)
• 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00897-22-O)
• 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00897-22-O)
• 1 CE Credit for Certified Senior Advisor (CSA)
• 1 CPD Credit for Trust and Estate Practitioners (TEP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit for Retirement Income Certified Professional (RICP)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CE Credit for Financial Services Certified Professional (FSCP)
• 1 CE Credit for Wealth Management Certified Professional (WMCP)
• 1 CE Credit for Chartered Advisor in Senior Living (CASL)
• 1 CE Credit for Chartered Special Needs Consultant (ChSNC)

About Instructor

Evan Unzelman

Owner, Sterling Foundation Management, LLC

With twenty years of specialized experience in the field of private foundations and charitable remainder trusts (CRTs), Evan Unzelman has risen quickly through the ranks of charitable and tax planning.

Evan began his career at a multifamily office, where he provided comprehensive solutions to the unique challenges faced by affluent families. In 2006, he joined Sterling, where he oversaw the administration of all the firm's charitable clients: private foundations (non-operating and operating), supporting organizations and public charities.

In 2008, he was tasked with the expansion of the firm’s CRT secondary planning services. Since then, he has played a key role in Sterling’s growth into the country's leading provider of planning services for clients with existing CRTs and their tax, legal and financial advisors.

Evan was elevated to Chief Operating Officer in 2010 to expand and sharpen Sterling’s service offering for charitable donors and their advisors. Key accomplishments while COO include overseeing the launch of Sterling's Donor-Advised Fund and developing the CRT rollover, a groundbreaking planning technique designed for clients who wish to change something about their CRT.

In 2015, he was promoted to President of Sterling, expanding his responsibilities to include the supervision of all aspects of Sterling’s business.

Evan is a sought-after speaker and writes frequently on charitable planning topics to a variety of audiences including attorneys, CPAs and financial advisors. He has particular expertise in all facets of CRT planning: up-front design and structure selection (Standard CRUT, NIMCRUT, Flip CRUT or CRAT), implementing the chosen structure, reviewing existing CRTs for potential secondary planning (sale of income interest or CRT rollover), and helping clients and their advisors successfully navigate the sale and rollover processes.

His articles have appeared in publications such as Estate Planning, NAEPC’s Journal of Tax & Estate Planning, Taxation of Exempts, Atlanta Bar Association’s The Mortmain, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor. He was the lead editor of Managing Foundations and Charitable Trusts (John Wiley & Sons), which is largely regarded as the definitive guide to managing charitable entities.

Additional Information

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.