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Charitable Giving Tax Strategies (Second Edition)

The main goal of Charitable Giving Tax Strategies is to help practitioners recognize the various charitable giving techniques available to their clients, and to understand the differences among the techniques. This course reviews the various types of charitable giving methods, and describes if and how each method is appropriate for a potential donor. The course concludes with a summary of key charitable giving terms.

Topics covered include:

  • Deferred gift annuities
  • Charitable remainder trusts
  • Pooled income funds
  • Charitable lead trusts
  • Private foundations

Course Details
Price:  $45.00
Field of Study:  Taxes
Prerequisites:  None
Level:  Overview
CTEC course number:  1075-CE-1329
Course was last updated on:  09/15/05
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Technical Requirements:
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Credit Available For: Units
CPE 2 CPE
QAS 2 CPE
CFP® (Accepted by the CFP Board) 2 CPE
Enrolled Agent (Accepted by the IRS) 2 CPE
CTEC Federal 2 CE

Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.

CCH has been approved by the California Tax Education Council to offer courses that provide federal and state credit towards the annual "continuing education" requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

User Reviews
Reviewer: MICHAEL S. submitted on 05/05/2008
it was excellent
Reviewer: MICHAEL M. submitted on 04/24/2008
you learn a lot but the test is very misleading
Reviewer: JAMES H. submitted on 02/19/2008
REFRESHER
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