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You can generate substantial tax deductions today using future charitable donations. This is accomplished through an iCLAT. Think of an iCLAT as an “Income Tax Savings CLAT.”
For legal and IRS purposes, an iClat is known as a “reversionary” charitable lead annuity trust, which is treated as a “grantor trust” for federal income tax purposes. Importantly, an iCLAT has nothing to do with saving estate taxes or estate planning for that matter.
The immediate income tax savings generated by iCLATs are at all-time high levels right now! Since the IRS §7520 interest rate now at a new historic low of 0.4% (September 2020), the resulting year 1 charitable tax deductions from iCLATs have never been higher than they are right now!
This webinar will enable you to be able to determine the IMMEDIATE income tax deduction that a particular iCLAT can generate for you, your donor, or your client.
The webinar will help you to discover how to:
Jamie is the Business Development Director at Addicus Family Office specializing in national client development, relationship management and strategic direction. A frequent speaker and professional educator for CPA's and A&E Designers with a primary focus on Federal, State and Local utility Energy Tax Incentives, R&D Tax Credits and Engineering-Based Cost Segregation real estate solutions to help companies, property owners and top accounting firms across the country benefit from under-utilized tax benefits to increase cash flow and enhance profitability to maximize opportunities for success.
Brad is a practicing estate planning, tax and business attorney with over 19 years of experience counseling families with complex estate planning needs, philanthropic goals, and tax/business planning needs.
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In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
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