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
FREE
1 CPE credit of Taxes for all CPAs
1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00592-21-S)
1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0566)
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 CE credit of Investment Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293983)
1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00592-21-S)
1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00592-21-S)
1 CE credit for Certified Senior Advisor (CSA)
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
Four Essential Tools for Media Success
Pivot Your Marketing in Response to COVID-19
Public Relations and Marketing for Small Business Owners
Improve Your Virtual and In Person Networking Success
Lessons for In-Person Networking Success
Rev Up Your Newsletter or Start One
Why HER and Not ME? How YOU Can be the Accountant Reporters Call
Niche Strategy: Grow Your Bottom Line with High Value Clients
Succession Planning in Accounting Firms: How to Recruit, Develop and Retain Successors
Why You Should Care About the CARES Act
The Power of Succession Planning
The Power of Business Continuity
Traditionally, a Pooled Income Fund is a trust that is established and maintained by a public charity. Individual donors pool their donations in the Fund and the Fund then assigns each donor “units of participation” based on that individual donor’s contributions to the Fund. At least annually, the Fund distributes the net investment income to the donors based on their units of participation for the duration of the donor’s life. After the donor’s death, the Fund’s assets attributable to that donor may be used by the charity for its charitable purposes.
Pooled Income Funds offer several advantages to participants, but the most important advantages include an immediate tax deduction, lifetime income payments, and the satisfaction of charitable goals.
In this online continuing education course learn how to use Pooled Income Funds (PIF) to provide an immediate partial tax deduction and a lifetime of income for your high-net-worth clients and their most important charitable organizations. PIFs have been part of the tax law since 1969 but, until recently, they have always been run by big charitable organizations. Now, a few savvy professionals have reinvigorated PIFs to make them more donor and advisor friendly. Further, low federal interest rates make the charitable income tax deduction for PIFs much greater than the Charitable Remainder Trust (CRT), to which they are closely related. Further, there are no constraints that prevent the PIF from naming multiple generations of income beneficiaries, allowing for some creative wealth transfer. This online CPE session will take you through the practical details of how and when to make PIFs pay-off for your clients and their key causes.
Key topics covered in this online CPE webinar:
Click to access interesting webinars on Latest Tax Updates | Sales & Use Tax | Trust Planning CPE Webinars
SD
the method of learning was very helpful as I could use it as my time allowed
GKP
Session was good
KM
a-ok
JG
Loved it!!
RP
very good, helpful insight into the use of this planning technique
PC
Good review of complex topic
