The Art of Giving: Taxes, Business Interests & More
Total Credits: 1 including 1 Specialized Knowledge - Technical
- Average Rating:
- 24
- Categories:
- Partner Produced | Accounting and Auditing
- Speaker:
- Laura Brownfield
- Course Levels:
- Basic
- Duration:
- 1 Hour
- License:
Description
The idea of strategizing charitable and planned giving among current and potential donors is nothing new to nonprofit organizations. Unlock the latest charitable tax planning strategies in light of anticipated changes in federal law and rising interest rates, including qualified charitable distributions, charitable gift annuities, and charitable remainder trusts. We will also address the topic of charitable gifts of illiquid assets like closely held business interests as part of a succession plan for individuals who may be selling their businesses or transferring control to the next generation before year-end.
Basic Course Information
Learning Objectives- Identify tax-efficient charitable giving strategies for donors, including qualified charitable distributions, charitable gift annuities, and charitable remainder trusts, as well as how to navigate the charitable gifts of illiquid assets like closely held business interests as part of a succession plan.
Major Subjects
- Planning considerations
- Summary of Income Tax Deduction rules
- Types of Closely Held Business Interests
- Types of Vehicles
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| The Art of Giving: Taxes, Business Interests & More Handout (822.6 KB) | Available after Purchase | ||
Speaker
Laura Brownfield Related Seminars and Products
As General Counsel at the Community Foundation of Southeast Michigan, Laura works with individuals, business owners, and their professional advisors to identify their charitable objectives and implement strategies to accomplish their philanthropic goals. Laura’s experience also includes owning and managing her own law practice and working as a Visiting Clinical Assistant Professor in the Urban Communities Clinic, a transactional law and community and economic development clinic, at the University of Michigan Law School.
Laura received her J.D. from the Wayne State University Law School and has a Bachelor of Arts from Miami University. As a lifelong resident of Michigan, Laura shares the principles and values of the Community Foundation and is thrilled to help support our region.
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
CPAs, attorneys, CFO/Controllers of not-for-profits and other not-for-profit professionals
Original Recording Date
2023
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
04/17/2023
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|