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  1. Courses
  2. Using Tax Planning for Char...
  3. Using Tax Planning for Char...

    Using Tax Planning for Charitable Planning

    • Overview

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    Description

    Course Description
    Wondering how to help your clients achieve their charitable giving goals and also reduce their tax bill? Find out this and more in this webinar! In this course we will go over the CARES Act and the SECURE ACT’s impact on charitable contributions and how to use these changes this year to help your clients with their tax planning. We will take a special look at how Qualified Charitable Distributions plays into this. We will review the new Form 8283 and latest tax court cases and the IRS’s guidance.

    By the end of this Webinar, you will be able to:

    • Define how the CARES Act and SECURE Act impact charitable contributions
    • Explain how Qualified Charitable Distributions affect the two Acts
    • Develop surprising places to find donatable assets for your clients
    • Understand the new Form 8283
    • Understand the IRS’s guidance using the latest tax court cases

    Contributors

    • Lawrence Pon, CPA, EA, USTCP

      Lawrence K.Y. 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. He frequently speaks on tax and financial planning topics.

      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.
      Mr. Pon is a member of the Golden Gate Society of Enrolled Agents, California Society of Enrolled Agents, and the NAEA.

    December 17, 2020
    Thu 2:00 PM EST

    Duration 1H 0M

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