By Stephan Leimberg,Jim , CFP©, CAP, CLU, ChFC Allen
Tools & options of Charitable Planning involves the most recent assurance on endured IRS scrutiny of tax-exempt firms, carrying on with congressional reforms directed towards tax-exempt firms, mounting variety of regulations directed towards charity owned lifestyles assurance (CHOLI), and prohibitions opposed to tax-exempt enterprises being fascinated with tax shelters—a wisdom base you'll soon become aware of worthwhile lengthy after the 1st learn. good points numerous new pattern files for Charitable the rest Trusts to prevent time and continue you in compliance. lifestyles coverage, velocity, and CFP® CE Filed.
Broad assurance of charitable giving automobiles and techniques:
- Income principles & limits in easy-to-understand language
- Emphasis on serious valuation makes use of & power moral pitfalls
- Charitable giving software program & know-how concerns
- Private as opposed to neighborhood foundations
- Charitable annuities, trusts, cash, & existence insurance
Important laws Covers:
- Conservation/ Façade easements
- Clothing/Household merchandise donations
- Auto-enrollment into 401(k) plans authorised
- Increased exempt association reporting
- Overvaluation consequences
- Recapture of unrelated use tangible own estate presents
- Gifts of fractional pursuits in tangible own estate
- Appraisal varieties
- Charitable IRA rollovers
- Private origin reforms
- S company contributions
- Donor-advised fund reforms
- Excise Taxes
- CRT reporting
- Charitable belief Distribution ultimate Regulations
- Final laws defining "Trust source of revenue" (CRUTs/pooled source of revenue funds)
Chapters to add: the pinnacle 12
- Charitable the rest Unitrusts
- Income percent Limits
- Gifts of Property
- Partial curiosity Rules
- Charitable Giving utilizing lifestyles Insurance
- Ethical concerns in Charitable Planning
- Charitable Lead Trusts
- Donor instructed Funds
- Bargain Sale Transactions
- Pooled source of revenue Funds
- Private Foundations
- Testamentary Gifts
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