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    Qualified Charitable Distribution (QCD): What It Is, How It Merges Donor and Donee Objectives [CC]

    1 PM EDT

    Are you or your client looking to reduce taxable income while doing good? Is a non-profit you're working with familiar with QCD's? Learn how QCD's can lower individuals' taxes and raise money for non-profits.

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    A Qualified Charitable Distribution is a tax-smart way for retirees to donate to a charity. A QCD enables an IRA owner 70.5 or older (or IRA beneficiary age 70.5 or older) to transfer funds to a charity out of an IRA without triggering a taxable event - even those withdrawals that must be made for required minimum distribution purposes.

    At the end of this program, you will be able to:

    • Identify whether you or your clients qualify to set up a qualified charitable distribution and recognize their potential tax benefit.
    • Recognize whether a specific charitable organization may receive a qualified charitable distribution.
    • Set up a qualified charitable distribution with a qualified charitable organization and record the distribution on tax returns. We will review IRS requirements for completing a QCD, documentation required, and how to handle QCDs as distributions reported on Form 1099-Rs.
    • Discern when and how to discuss QCDs with individual clients and client non-profits or non-profits that lawyers are involved with in their pro-bono activities. You will also have legal citations to additional research and examples of non-profits using QCDs for fundraising.

    This program is part of the Lawyer Retirement Starter Series.  Visit the website to view and register for all the series programs.

    Event Details

    Duration

    60

    Format

    Webinar

    Date

    Oct 29, 2024

    2024-10-29T13:00:00-04:00 2024-10-29T14:00:00-04:00 Qualified Charitable Distribution (QCD): What It Is, How It Merges Donor and Donee Objectives [CC]

    Are you or your client looking to reduce taxable income while doing good? Is a non-profit you're working with familiar with QCD's? Learn how QCD's can lower individuals' taxes and raise money for non-profits.

    Sponsors

    External Sponsors

    ABA Retirement Funds

    Panelists

    Moderators

    MCLE Information

    The ABA will seek 1.00 general CLE credit hours in 60-minute 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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