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

  • Accountant
  • CRTP
  • CFP (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • Maryland Tax Prep.
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFIRS
  • CWS

Published: July, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • 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


Click to access more webinars on Free CPE webinars | Free Ethics Webinars | Excel CPE webinars

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

Recommended For

This CE tax webinar qualifies for CPAs, CPA/PFS, Trust and Estate Practitioners (TEPs), Tax professionals including Enrolled Agents (EAs) and Financial Planners who advise charitable nonprofit organizations

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Public Accountant (CPA)
  • 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

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00477-21-S)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for California Registered Tax Preparers (CRTP)
  • 1 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 299839)
  • 1 CPE Credit for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00477-21-S)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00477-21-S)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Randy Fox

Principal, Two Hawks Consulting, LLC

Randy A. Fox, CFP®, AEP® is the founder of Two Hawks Consulting, LLC. and a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He is also the co-founder of EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. Mr. Fox has authored hundreds of articles and presentations for attorneys, financial advisors, CPAs and HNW families. He is the Editor in Chief of Planned Giving Design Center, a national newsletter and website for philanthropic advisors.  Mr. Fox attended Washington University in St. Louis where he studied Chinese and Political Science

About Company

Two Hawks Consulting, LLC

www.twohawksconsulting.com

Especially for the accounting, legal and financial planning experts serving ultra-high-net-worth clients and their closely-held, wealth-generating businesses, Two Hawks Consulting is the thought-leading advisor-to-the-advisors on advanced estate planning, charitable/philanthropic giving and business transition and succession planning.  Two Hawks collaborates closely with specialized experts to conduct a comprehensive review of the client’s situation, to develop a custom plan design book with recommended solutions and timing, and to direct all legal, financial, accounting and insurance aspects of the plan. We also stay connected to closely monitor plan performance, review plans thoroughly at least once each year and update them as needed

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

558 Ratings

Excellent

347

Very Good

178

Average

30

Poor

2

Terrible

1

KM

Kyle Minges, CPA (US)

Jun 15th, 2022

Great

JCJ

Jojo Chuk Joannak1128@gmail.com, CPA (US)

May 9th, 2022

0

CM

Craig Morris, CPA (US)

May 9th, 2022

Good course

GG

Gizella Guba, EA

Jun 4th, 2022

good

TH

Thuong Hoang, CPA (US)

Feb 18th, 2022

good

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