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 (including to a donor advised fund) to get a large “up front” charitable deduction in the current year!
Listener Takeaways:
• Solid Understanding of this Powerful Charitable Planning Strategy
• Recognition of the 2 Frequent “Ideal Client Situations” for iCLAT Consideration
• Several Actual iCLAT Cases/Examples from 2021
• Negative Impact of Potential Inflation/Rising Interest Rates on Tax Savings of iCLAT
• Unique Asset Funding With Special Assets (Cryptocurrency, Real Estate, LLCs)
• Client Development Benefits & AUM Opportunities
*CE/CPE Eligible: 1 CE credits are 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.