Course Information

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Charitable Giving Tax Strategies (Third Edition)
Author: Sidney Kess and Barbara Weltman

Description:
This course looks at sophisticated charitable giving techniques for individuals. These techniques go beyond outright donations of cash and property, enabling donors to retain some benefit from their gift or have a say in how the funds are used.

Topics covered include:

  • Deferred Gift Annuities
  • Charitable Remainder Trusts (CRTs)
  • Pooled Income Funds
  • Charitable Lead Trusts (CLTs)
  • Private Foundations
  • Donor-Advised Funds

Course Details:
Price:  $24.00
Field of Study:  Taxes
Prerequisites:  Basic knowledge of tax benefits of charitable giving
Level:  Intermediate
Advanced Preparation:  None
CTEC course number:  1075-CE-1511
Course was last updated on:  08/02/07
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Library:
Learning Center Core

Technical Requirements:
To view and print downloadable content files available in this program, you will need Adobe Acrobat Reader. You can download the free Reader plugin at Adobe's website by clicking on the icon below, then following the instructions for installation on your computer.
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Credit Available For: Units
CPE 2.0 CPE
QAS 2.0 CPE
CFP® (Accepted by the CFP Board) 2.0 CPE
Enrolled Agent (Accepted by the IRS) 2.0 CPE
CTEC Federal 2.0 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

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