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Understanding planned estate giving – a win win for donors and non-profits

Also Available in Self Study

Ratings and Review

4.1

34 Ratings

Excellent

7

Very Good

25

Average

2

Poor

0

Terrible

0

WO

Wendy Obrien, CFP® (US), EA

Sep 8th, 2021

What a great presentation. There are SO many good ways to give and tax and financial and giving aspects to pay attention to. The presenter did a great job of pointing them out. Many thanks.

MG

Marjorie Gifford, EA

Oct 7th, 2021

I had hoped to learn something about the results of planned giving; i.e. what effect does each of the plans have on the closing of the estate and the financials after death.

SD

Steven Dean, EA

Sep 5th, 2022

The online learning experience is very efficient and allows me to easily access and complete CPE subjects to earn my annual credits. The process was seamless.

MO

Michael Oyler, CPA (US)

May 17th, 2022

Overall this was smooth and efficient. I enjoyed learning about a topic that may impact my clients, so I took value from this seminar

WB

William Bailie, CPA (US)

May 16th, 2022

I thought the presenter did a very good job using personal examples! He kept the session very interesting!

Subject Area

Taxes

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