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Charitable Planning

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2.5
21 / S-90212
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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in estate planning.

As the personal financial planner, you must have a clear understanding of the terminology associated with charitable giving and a broad knowledge of the charity "industry" to educate your clients and help them fulfill their altruistic desires while, at the same time, making tax- and estate-wise decisions.

Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, this CPE course covers:

Charitable transfers
Charitable trusts
Charitable planning vehicles applicable to estate and gift planning
This course also covers IRC Section 170, which allows for a deduction from income for any qualified charitable contribution made within the taxable year. This section of the IRC, as well as its enforcement, has become the genesis for an entire industry.


Delivery Method: Self-Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

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 AICPA.

Related Events

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.