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Surgent's Introduction to Charitable Gifting for Individual Taxpayers

 Mon, 04/06/2026 from 2:00 pm to 4:00 pm
 
2.0
26 / 2-62394
Registration is Open
Member Price
$119.00 Regular Registration
Your Price
$125.00 Regular Registration
Designed For:

Accounting and finance professionals who need to know the latest on charitable giving strategies, tax implications, and estate planning considerations

Prerequisite:

None

This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Define charitable gifting and explain its tax advantages for individual taxpayers
  • Identify the types of organizations that qualify for tax-deductible charitable contributions
  • Understand the income and estate tax treatment of charitable gifts, including deduction limits and carryforward provisions
  • Differentiate between various charitable gifting strategies, including direct donations, donor-advised funds, charitable remainder trusts, and qualified charitable distributions
  • Analyze the impact of state tax credits and federal tax deductions on charitable giving decisions
  • Explain the documentation and substantiation requirements necessary to support charitable contribution deductions
  • Develop tax-efficient charitable gifting plans that align with client goals and regulatory compliance requirements

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.