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Live Webcast Replay

The Art of Giving: Taxes, Business Interests & More


Total Credits: 1 including 1 Specialized Knowledge - Technical

Average Rating:
Not yet rated
Categories:
Partner Produced |  Accounting and Auditing
Faculty:
Laura Brownfield
Course Levels:
Basic
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

Dates


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

Faculty

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. 


Dates

Thu, Mar 21, 2024 - 11:30am to 12:30pm MDT

Additional Info

Basic Course Information

Prerequisites

None


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 Policy

Please 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.


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