|Full time Accounting Educator:||None|
Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to firstname.lastname@example.org.
- To provide practitioners with an understanding and familiarity with charitable giving concepts
- Charitable giving using life insurance
- Charitable remainder trusts (CRATS and CRUTS)
- Charitable lead trusts
- Present value analysis
- Proper use of life insurance trusts
This event has already passed. If you have any questions, please contact us at 503-641-7200 or email email@example.com.