How are your clients giving to charity, and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter philanthropy–strategies that maximize their charitable giving while potentially minimizing their tax exposure. Learn about charitable planning approaches that target clients across different stages of life, from young investors to retirees!
This session will help you:
- Learn about the economic landscape and philanthropic trends impacting advisors and their clients in 2023, including the effects of the SECURE Act 2.0
- Discover actionable tips to seize the charitable opportunity with equity compensation awards.
- Understand innovative strategies for more impactful grantmaking, including recoverable grants, international granting, and multi-year support.
*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.