186 Results for ‘charitable-remainder-trust-fundamentals

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OnDemand Webinar: Charitable Remainder Trust Fundamentals

Charitable Remainder Trust Fundamentals

Gain an understanding of how to implement charitable remainder trusts for your clients.Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE, Enrolled Agents credit available

OnDemand Webinar: Charitable Bargain Sale Fundamentals

Charitable Bargain Sale Fundamentals

This ondemand webinar will cover the steps needed to complete a charitable bargain sale and keep you or your client's foundation compliant. Bargain sales represent an important technique for philanthropic support for...

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Tax Treatment of Charitable Fundraising

Tax Treatment of Charitable Fundraising

You are generating revenue through multiple channels; identify and prevent the implications of the tax traps waiting for you.Charitable fundraising is a rapidly developing area.

Available as OnDemand Webinar, Audio & Reference Manual

Live Webinar: Grantor Trust Liabilities: An Income Tax Analysis

Grantor Trust Liabilities: An Income Tax Analysis

Learn the complex income tax issues associated with grantor trusts and maintain your position as an authority on trusts. The sale to an intentionally defective grantor trust is one of the most powerful and versatile...

Live Webinar March 22, 2019 1:00pm EST

CFP (pending), CLE, CPE credit available

OnDemand Webinar: Navigating the Complexities of the Charitable Endowments

Navigating the Complexities of the Charitable Endowments

Learn about the latest issues impacting charitable endowments from creation to administration. Charitable endowments present complex and challenging issues.

Available as OnDemand Webinar, Audio & Reference Manual

OnDemand Webinar: Reporting of Clergy and Charitable Donations

Reporting of Clergy and Charitable Donations

Gain a better understanding of charitable contribution receipts and clergy housing allowance, as well as common filing errors.Clergy taxes appear to be from a parallel tax universe.

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

Enrolled Agents credit available

OnDemand Webinar: Leave Your Legacy: Using Life Insurance for Charitable Giving

Leave Your Legacy: Using Life Insurance for Charitable Giving

Understand ways in which to work with a donor and a charity to meet the goals of each entity. Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable...

OnDemand Webinar: Fundamentals of Foreign Trust Administration

Fundamentals of Foreign Trust Administration

Confidently handle your client's trust needs - get a thorough understanding of foreign trust administration.Many U.S. taxpayers have or are considering establishing a foreign trust for privacy, asset protection or other...

Available as OnDemand Webinar, Audio & Reference Manual

Bookstore: Rules of Trust Administration in Pennsylvania

Rules of Trust Administration in Pennsylvania

Identifying the Players; Types of Trusts; Trust Owned Life Insurance: Facts and Revelations; Asset Allocation Strategies for Volatile Markets; The Trustee; The Logistics of Funding the Trust; Income Taxation of Trusts;...

OnDemand Webinar: Dynasty Trust Estate Planning Fundamentals

Dynasty Trust Estate Planning Fundamentals

Gain an understanding of the different designs of trusts centered around Dynasty Trust. Dynasty Trusts are increasingly used in estate planning to achieve estate tax savings for multiple generations, while also...

Available as OnDemand Webinar, Audio & Reference Manual, MP3 Download

CLE, Enrolled Agents credit available

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