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

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

1 Credit


Subject Area


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-S)

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

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

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

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

1 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293980)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • why It's Important
    3 mins
  • Estate Distribution
    9 mins
  • Charitable Remainder Trust Concept
    20 mins
  • "Young" Pooled Income Fund
    32 mins
  • The Lifetime "Shark FIn" Charitable Lead Trust
    45 mins

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

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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 Tax Professional





This was great! Lots of examples, lots of relatively simple and effective examples.


super informative and learned quite a bit from this webinar!




Great webinar!


The volume did not work, so I will re-play from a different computer at a later time. Based on following the information on the slides, the presentation appeared to be very good.