2 Hours | Eligible for CFP® and IAR CE
The OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important than ever.
Beginning in 2026, many non-itemizers will gain a new deduction for qualifying cash gifts, while itemizers will face a new 0.5% of AGI floor and high-income taxpayers may receive less value from their charitable deductions. These changes make personalized planning essential for clients at every income level.
In this practical, advisor-focused webinar, you will learn how to help clients select the most tax-efficient assets, timing, and charitable-giving strategies under the new rules. We will compare cash gifts with appreciated securities, explain when bunching still works, examine the continued power of Qualified Charitable Distributions, and show when donor-advised funds remain valuable—and when another approach may produce a better result.
The program will also address common annual-giving mistakes, documentation requirements, employer matching gifts, charitable planning during Roth-conversion or unusually high-income years, and advanced strategies involving charitable remainder trusts, charitable lead trusts, charitable gift annuities, real estate, and closely held business interests.
Through clear examples and client case studies, you will learn how to advise:
- Clients who claim the standard deduction
- Affluent itemizers affected by the new limitations
- Retirees eligible to make QCDs
- Executives holding highly appreciated or concentrated stock
- Business owners preparing for a sale or liquidity event
You will leave with an actionable charitable-planning checklist and timely strategies to help clients increase both the tax efficiency and impact of their giving—while making charitable planning an ongoing part of the advisor-client relationship rather than a year-end exercise.
*CE/CPE Eligible: 2.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, IAR, and CDFA. CPA and EA members will earn 2.0 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.
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Rick Peck is an independent philanthropy advisor who guides donors, nonprofits, corporations, and trusted advisors in turning generosity into a legacy that transforms communities.