Webinar Registration

HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING
Boost Your Client's Charitable Giving, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, December, 3
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Rick Peck
Rick Peck, CFP®, CAP®, ChFC®, and Chartered Advisor in Philanthropy®
Independent Philanthropy Consultan
Presenter Bio

What You'll Learn

Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that directly affect financial planning.

This webinar, led by philanthropy expert Rick Peck, will…

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What You'll Learn
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Webinar Description

Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that directly affect financial planning.

This webinar, led by philanthropy expert Rick Peck, will give you a clear roadmap to the new requirements and opportunities under OBBBA, including:

  • How new caps and floors on deductions reshape giving strategies,
  • Adjustments to percentage-of-AGI limits for charitable contributions,
  • The implications for high-income clients navigating phaseouts and reduced flexibility, and
  • The ripple effects on donor behavior, nonprofit funding, and year-end planning.

You’ll leave with timely, practical insights into how changes to QCDs, donor-advised funds (DAFs), appreciated securities, and above-the-line deductions can be integrated into client conversations — before year-end and well into 2025 and beyond.

Learning Objectives -- By attending this session, you will:

  1. Understand the new rules: Learn how OBBBA’s percentage-of-AGI adjustments, caps, and floors on deductions impact strategies for high-net-worth and mass affluent clients.
  2. See the difference: Contrast these changes with prior law to understand the new planning landscape.
  3. Pinpoint year-end opportunities: Discover actionable approaches such as bunching gifts, leveraging donor-advised funds, maximizing Qualified Charitable Distributions, and applying the new above-the-line deduction for non-itemizers.
  4. Tailor strategies to client needs: Evaluate opportunities linked to the Great Wealth Transfer, including how to maximize gifts of appreciated securities, and help clients choose between cash and non-cash gifts for optimal tax efficiency.

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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.