Nov

    Tax-Efficient Charitable Planning Strategies [CC]

    1 PM EST

    With market volatility and legislation related to the pandemic, there are significant opportunities with charitable planning and giving in 2020. This presentation will provide an overview of the impacts to giving based on the CARES Act and SECURE Act and also delve into tax-efficient strategies around donating non-cash assets.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2021

    1.00 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/30/2022

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      05/22/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2025

    1.00 total credit hours including

    • General

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      Approved

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

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      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2021

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2021

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      11/22/2023

    1.20 total credit hours including

    • General

      Status:

      Self apply

      1.20 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.20 total credit hours including

    • General

      Status:

      Applied for

      1.20 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

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      Approved

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      11/22/2023

    1.20 total credit hours including

    • General

      Status:

      Reciprocity

      1.20 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

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      Applied for

      1.00 credit hours

      Available until:

      11/22/2025

    1.00 total credit hours including

    • Areas of Professional Practice

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      1.00 credit hours

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      11/22/2023

    1.00 total credit hours including

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      Available until:

      11/22/2023

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    • General

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      Approved

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

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      Approved

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/31/2020

    1.00 total credit hours including

    • General

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      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • Substantive

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      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Available for credit

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      12/31/2020

    1.00 total credit hours including

    • General

      Status:

      Self apply

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2022

    1.00 total credit hours including

    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      11/22/2023

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    • General

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      Approved

      1.00 credit hours

      Available until:

      11/22/2023

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      11/22/2025

    1.20 total credit hours including

    • General

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      1.20 credit hours

      Available until:

      11/22/2023

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    • General

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      Approved

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      Available until:

      11/22/2021

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    • General

      Status:

      Applied for

      1.00 credit hours

      Available until:

      11/22/2023

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    With market volatility, the COVID-19 outbreak and related legislation, there are significant opportunities with charitable planning and giving this year. As needs grow exponentially and nonprofit resources diminish, donor support is more critical now than ever.

    This presentation will cover timely and tax-efficient strategies for 2020 and beyond such as donating non-cash assets-- including publicly-traded securities, restricted stock, business interests, and other non-publicly traded assets--to public charities. Charitable contributions of these complex assets can help your client eliminate capital gains, benefit from an income tax deduction and provide even more support to their favorite charities. While the tax benefits are seemingly straightforward, these types of assets need to be handled with care. Engage with our experts as they discuss trends, pinpoint common mistakes and offer practical guidance to effectively help your clients leverage these often-overlooked appreciated assets.

    Event Details

    Duration

    60

    Format

    Web

    Date

    Nov 23, 2020

    2020-11-23T13:00:00-05:00 2020-11-23T14:00:00-05:00 Tax-Efficient Charitable Planning Strategies [CC]

    With market volatility and legislation related to the pandemic, there are significant opportunities with charitable planning and giving in 2020. This presentation will provide an overview of the impacts to giving based on the CARES Act and SECURE Act and also delve into tax-efficient strategies around donating non-cash assets.

    Sponsors

    Panelists

    Laurie Roche

    Susan Lynn Abbott

    Moderators

    Nathan Daley

    MCLE Information

    The ABA will seek 1.00 General CLE credit hours in 60-minute-hour states, and 1.20 General CLE credit hours in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

    View - MCLE Details

    Deaf/Hard of Hearing Attendees

    CART (Communication Access Realtime Translation) service provides instant accessibility for the deaf and hard of hearing by delivering the spoken word as a realtime stream of text. CART service for this program is firewall-friendly and works in almost any network environment with Internet access, and is compatible with all major web browsers.

    Read more about - Webinar Features

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