Name
The New Normal for Charitable Tax Planning
Date & Time
Wednesday, March 8, 2023, 1:45 PM - 2:45 PM
Speakers
Justin T. Miller - Evercore Wealth Management, LLC
Description
Recent tax reform complicates strategies for tax-efficient charitable contributions. Using actual client experiences, this presentation explores practical solutions and innovative ways to help donors evaluate their options and make good decisions about tax-effective giving. During this Summit session, you will get an in-depth look at charitable individual retirement account (IRA) rollovers, legacy IRAs, lifetime charitable remainder annuity trusts, charitable gifts from trusts and estates, private foundation investment tax, donor-advised fund distribution requirements, program-related and socially responsible investments, and charitable limited liability companies.
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit