CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1 Credit
$10
1 CPE credit of Taxes for all CPAs
1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00620-21-O)
1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0592)
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 PL credit for Chartered Financial Analyst (CFAs)
1 CPD credit (Verifiable) for CPA/PFS
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00620-21-O)
1 CE credit for Certified Senior Advisor (CSA)
1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00620-21-O)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Oct 21, 2021 | 09:00 AM EDT View Details
Stratgeic Planning Essentials for Nonprofit and Small Businesses
Oct 21, 2021 | 09:00 AM EDT View Details
IRS Representation Series - Circular 230 Ethics and Updates
Oct 21, 2021 | 09:00 AM EDT View Details
How To Accurately Prepare the 709 Gift Tax Return
Oct 21, 2021 | 09:30 AM EDT View Details
Demystifying the Magic of Deferred Taxes
Oct 21, 2021 | 09:30 AM EDT View Details
Understanding Cash Frauds
Oct 21, 2021 | 09:30 AM EDT View Details
Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies
Oct 21, 2021 | 09:30 AM EDT View Details
Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning
Oct 21, 2021 | 10:00 AM EDT View Details
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Oct 21, 2021 | 10:00 AM EDT View Details
AICPA Code of Conduct in the Real World
Oct 21, 2021 | 10:00 AM EDT View Details
Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies
Oct 21, 2021 | 10:00 AM EDT View Details
Excel Accountant: Filtering Data
Oct 21, 2021 | 10:00 AM EDT View Details
Individual Tax Update (Latest)
Oct 21, 2021 | 10:00 AM EDT View Details
Basics of Nexus: Understanding State Tax Issues
Oct 21, 2021 | 10:30 AM EDT View Details
Influencing Skills
Oct 21, 2021 | 10:30 AM EDT View Details
Planned giving is a win-win approach to
philanthropy that lets the donors leave a legacy and help secure the non-profit’s
future at the same time.
Planned giving is the process of donating
planned gifts. A planned gift is a contribution that is arranged in the present
and allocated at a future date. Commonly donated through a will or trust, planned gifts are most
often granted once the donor has passed away.
Many donors don’t understand the impact of
including their favorite non-profits
in their estate
plans.
Together, we can fix this.
As and when people with moderate to high
net worth start retirement, they should consider a planned estate gift for one
or more of their charitable causes. Most have created sufficient assets in
house values, retirement accounts, and investments to cover their retirement
years and to provide for children and grandchildren. With people living longer
and wanting to preserve assets yet still be generous to their charities,
planned estate giving strategies are becoming more important. And, many are
asking how much to leave to their heirs compared to investing in the future of
their community and society.
This online CPE course will describe the basic ins and outs of planned estate giving from the donors’ and non-profits’ perspectives. Working with donors and charitable organizations for over 40 years as one of North Americas leading fundraising consultants, Tom Wilson will cover the basics of:
DL
Learnt what I wanted.
MG
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.
SK
Very informational.
JS
.
