[WEB] Startegies in Charitable Giving and Compliance: Understanding Form 5227

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

Charitable giving within financial and estate planning presents a range of intricate considerations. This course provides a focused overview of essential charitable giving strategies to enhance their application in client planning. Participants will gain practical insights into key mechanisms such as charitable gift annuities, life insurance options, and charitable trusts, enabling them to better incorporate these tools into financial and estate plans.

The course also explores the roles of donor-advised funds, retirement plan gifts, and private foundations, highlighting their benefits in estate planning. By the end, attendees will have a solid foundation in sophisticated charitable planning techniques to meet diverse client needs effectively.   

Highlights

• Charitable gift annuities  
• Charitable giving through life insurance
• Charitable remainder trusts (CRATs and CRUTs)  
• Donor-advised funds  
• Using retirement plans for charitable donations, including IRAs 
• Role of private foundations

Objectives

At the end of this course, you will be able to:

• Discuss core charitable giving strategies..
• Explain the role and benefits of charitable gift annuities.
• Navigate the use of life insurance policies in charitable giving.
• Describe the structure and uses of charitable remainder trusts (CRATs and CRUTs).
• Identify the benefits and applications of donor-advised funds.
• Discuss the strategic use of retirement plan assets for charitable purpose.
• Evaluate the role of private foundations in estate planning.
• Assess tax implications and benefits of these charitable strategies.

Designed For

CPAs, EAs, attorneys, and financial planners