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. Add tremendous value to your clients who need current tax savings, particularly for those who already make charitable gifts to one of more charities (including their place of worship) on a recurring annual basis. With an iCLAT there is no need for your clients to write a big check or transfer assets to charity to receive a very large “up front” charitable deduction in the current year! An iCLAT will generate the much-needed tax savings for your clients in the current year, while allowing your client to simply continue making donations to their favorite charities (or to their own donor advised fund or private foundation) on their preferred annual basis.
Join iCLAT expert Brad Gornto, Esq. to:
- Gain a Solid Understanding of this Powerful Tax Mitigation Strategy
- Recognition of the Two Common “Ideal Client Situations” for iCLAT Consideration
- See Actual iCLAT Cases/Examples that Represent Common Client Situations
- Learn How the iCLAT Can Help Differentiate Your Advisory Services & Build Client Development & AUM Opportunities
- Recognition of How iCLATs Work Very Well with Donor Advised Funds (DAFs)
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
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.