This CPE course can be purchased individually or as part of the Estate Planning Certificate Program and Exam Bundle. Click here to learn more.
It’s impossible to understand charitable planning without first understanding the federal government’s definition of charity. As the personal financial planner, you must have a clear understanding of the terminology associated with charitable giving and a broad knowledge of the charity “industry” to be able to educate your clients and help them fulfill their altruistic desires while, at the same time, making tax- and estate-wise decisions.
In this CPE course, you will gain knowledge about charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning. This course also covers IRC Section 170, which allows for a deduction from income for any qualified charitable contribution made within the taxable year. This section of the IRC, as well as its enforcement, has become the genesis for an entire industry.
CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.