Revising and Expanding Charitable Planning Techniques (2 hours)

Previous Add to Calendar Next

Aug 22, 2020

Registration: 9:30 AM / Program: 10:00 AM - 12:00 PM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
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.4qAC2TkgbEK-xWGMcZB-0Q.png

**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

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers


  • To provide practitioners with an understanding and familiarity with charitable giving concepts

Major Subjects

  • 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