Complimentary for Members

May 23, 2024


Live Webcast


NYSED 1

Charitable Giving Update Tech Session Webinar

Learn the latest trends in charitable giving and become knowledgeable about recent law changes.

May 23, 2024
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Sahri
    Zeger

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Learn effective strategies for talking to your clients about charitable giving.
  • Explore various charitable giving structures, such as private foundations, donor-advised funds, and charitable trusts
  • Discover ways to involve the next generation of the family in charitable giving, fostering a legacy of philanthropy.

Major Topics

  • How to talk to your clients about charitable giving
  • Charitable giving structures (private foundations, donor advised funds, etc.)
  • Involving the next generation of the family

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs working with individuals on their charitable giving

Provider

Foundation for Accounting Education

This event has ended.