2020 Vision in Charitable Planning – What Every Professional Advisor Needs to Know

Foundation For The Carolinas
Charlotte, NC 28202
United States

As tax law evolves, charitable giving is often affected. During such changes, clients rely even more heavily upon their advisors’ knowledge and guidance to create and execute impactful philanthropy.

Join Foundation For The Carolinas Senior Vice President and In-House Counsel, Doug Benson, for a complimentary continuing education webinar exploring a variety of charitable planning topics, including:

  • Qualified charitable distributions from IRAs
  • "Bunching" charitable gifts
  • Giving after the CARES Act and the SECURE Act
  • Charitable substantiation requirements
  • Charitable remainder trusts and charitable lead trusts

Application submitted for NC CLE Credits: One Hour General

Please register online.