The Power of Coupling of iCLATs & DAFs – Immediate Tax Savings Without “Bunching” Your Clients’ Annual Charitable Gifts
Boost Your Client's Estate Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, September, 14 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Brad B. Gornto, Esq., LL.M
Estate Planning Attorney

Sam Landman
Strategic Advisor for HNW Families
What You'll Learn
The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’ future annual gifts to charity. With an iCLAT there is NO NEED for your clients to write a big check to get a…