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Friday, December 5, 2025 Live Webcast

Introduction to Charitable Gifting for Individual Taxpayers (X1-CGI2-2025-01-WEBNR-339-01)

2:00 PM - 4:00 PM EST
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

DESIGNED FOR

Accounting and finance professionals who need to know the latest on charitable giving strategies, tax implications, and estate planning considerations

BENEFITS

  • Define charitable gifting and explain its tax advantages for individual taxpayers
  • Identify the types of organizations that qualify for tax-deductible charitable contributions
  • Understand the income and estate tax treatment of charitable gifts, including deduction limits and carryforward provisions
  • Differentiate between various charitable gifting strategies, including direct donations, donor-advised funds, charitable remainder trusts, and qualified charitable distributions
  • Analyze the impact of state tax credits and federal tax deductions on charitable giving decisions
  • Explain the documentation and substantiation requirements necessary to support charitable contribution deductions
  • Develop tax-efficient charitable gifting plans that align with client goals and regulatory compliance requirements

HIGHLIGHTS

  • Fundamentals of charitable gifting
  • Income and estate tax considerations for charitable giving
  • Charitable deduction rules and limitations
  • Structuring charitable contributions for maximum tax efficiency
  • Advanced charitable gifting techniques
  • Compliance and documentation requirements

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Daniel Johnson

Daniel Johnson

PRICING

$109.00 - Member

$129.00 - Nonmember

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Note: Online pre-registration will close on December 5 at 1:30 PM.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent

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