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Charitable Giving After the SECURE Act of 2019 and CARES Act of 2020: Helping Your Clients Get the Most Value from Charitable Giving [CC]
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Charitable Giving After the SECURE Act of 2019 and CARES Act of 2020: Helping Your Clients Get the Most Value from Charitable Giving [CC]
Estate planning, public interest, and non-profit sector attorneys as well as general and solo practitioners will learn useful tips for maximizing the benefit of their clients’ charitable contributions in 2020 and beyond.
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Closed Captioned. Short for "Setting Every Community Up for Retirement Enhancement Act of 2019," the SECURE Act was signed into law by the President on December 20, 2019. This legislation marks the most significant changes in tax treatment of qualified retirement plans since the Pension Protection Act of 2006.
The CARES Act, short for the "Coronavirus Aid, Relief, and Economic Security Act." was signed into law by the President on March 27, 2020. Several sections of the Act have significant implications for charitable giving, including the $300 above the line charitable deduction, elimination of required minimum distributions in 2020 from most retirement plans, and no percentage limitation on cash gifts to public charities.
Attend this program to:
- Understand the provisions of the SECURE and CARES Acts that enhance charitable giving opportunities.
- Understand the SECURE Act's changes affecting charitable gift planning: including: the increase in age for required minimum distributions (RMDs) from qualified retirement accounts to 72 for donors turning 70½ in 2020 and beyond, the reduced eligibility for QCDs by the aggregate amount of post-70½ IRA contributions, and the 10-year withdrawal window for most non-spousal beneficiaries.
- Understand how the CARES Act spurs charitable giving by allowing: taxpayers who itemize to deduct up to 100% of their adjusted gross income for cash contributions to public charities, an individual who doesn’t itemize can take a $300 "above the line" deduction for cash contributions to public charities, lifetime gifts of any amount from an IRA to charity even if more than $100,000.
Product Details
Moderators
Panelists
Lawrence P Katzenstein, Lynn M Gaumer
Sponsors
Fund For Justice and Education
Product Code
CE2006SCAOLC
Duration
60
Publication Date
6/29/2020 12:00:00 AM
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