Sponsored Education Online: Charitable Giving and Planning Strategies
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals 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.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
The presentation covers charitable donations and planned giving, including some of the tax considerations. An overview of the income tax deductibility of charitable donations will be provided, including requirements for the substantiation of charitable deductions and how the Pease limitation on itemized deductions may impact charitable deductions. Testamentary charitable donations also will be covered. Strategies we will look at include the use of Charitable Remainder Trusts, Charitable Lead Trusts, Charitable Gift Annuities, charitable giving using life insurance, and Wealth Replacement Trusts.
Attendees will Learn:
Michael Geeraerts, JD, CPA, is an advanced planning consultant at The Guardian Life Insurance Company of America (Guardian). He provides Guardian financial representatives with consultations on business, estate, and tax planning cases. Michael has been a speaker at agency trainings and continuing education seminars for CPAs. Prior to joining Guardian, Michael was an audit manager at PricewaterhouseCoopers LLP and also performed tax consulting at KPMG LLP. Additionally, he previously worked for a federal judge and a few law firms. He is a member of the New York Bar, AICPA, and the Society of Financial Service Professionals.