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PRODID://NDCP//514159
BEGIN:VEVENT
DTSTAMP:20260429T165908
VTIMEZONE:America/Chicago
DTSTART:20270405T180000Z
DTEND:20270405T200000Z
UID:514159
SUMMARY:Surgent's Introduction to Charitable Gifting for Individual Taxpayers (CGI2)
LOCATION:Webinar
DESCRIPTION:Surgent's Introduction to Charitable Gifting for Individual Taxpayers (CGI2)\n\n04/05/27 01:00 PM CST\n - 04/05/27 03:00 PM CST\Description:\nThis course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.Objectives:
 Define charitable gifting and explain its tax advantages for individual taxpayers
 Identify the types of organizations that qualify for tax-deductible charitable contributions
 Understand the income and estate tax treatment of charitable gifts, including deduction limits and carryforward provisions
 Differentiate between various charitable gifting strategies, including direct donations, donor-advised funds, charitable remainder trusts, and qualified charitable distributions
 Analyze the impact of state tax credits and federal tax deductions on charitable giving decisions
 Explain the documentation and substantiation requirements necessary to support charitable contribution deductions
 Develop tax-efficient charitable gifting plans that align with client goals and regulatory compliance requirements
 Presenters:Daniel JohnsonField of Study:Taxes (2)Major Topics:
 Fundamentals of charitable gifting
 Income and estate tax considerations for charitable giving
 Charitable deduction rules and limitations
 Structuring charitable contributions for maximum tax efficiency
 Advanced charitable gifting techniques
 Compliance and documentation requirements
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Introduction to Charitable Gifting for Individual Taxpayers (CGI2)<br /><br />04/05/27 01:00 PM CST - 04/05/27 03:00 PM CST<br />Description:<br />This course is designed to provide a comprehensive understanding of charitable gifting strategies and their implications for individual taxpayers. Participants will explore the fundamentals of charitable giving, including the tax benefits, legal considerations, and planning opportunities available under current tax law. The course will cover the types of organizations that qualify for charitable contributions, the income and estate tax treatment of gifts, and the various methods of structuring charitable donations to maximize tax efficiency. Attendees will learn about specific charitable gifting techniques such as donor-advised funds, charitable remainder trusts, and qualified charitable distributions from retirement accounts. The course will also examine tax deduction limits, substantiation requirements, and the impact of state tax credits on charitable giving. By the end of the course, participants will be equipped with the knowledge and tools to guide clients in implementing effective charitable giving strategies that align with their financial and philanthropic goals.<br><br><b>Objectives:</b><br><ul>
    <li>Define charitable gifting and explain its tax advantages for individual taxpayers</li>
    <li>Identify the types of organizations that qualify for tax-deductible charitable contributions</li>
    <li>Understand the income and estate tax treatment of charitable gifts, including deduction limits and carryforward provisions</li>
    <li>Differentiate between various charitable gifting strategies, including direct donations, donor-advised funds, charitable remainder trusts, and qualified charitable distributions</li>
    <li>Analyze the impact of state tax credits and federal tax deductions on charitable giving decisions</li>
    <li>Explain the documentation and substantiation requirements necessary to support charitable contribution deductions</li>
    <li>Develop tax-efficient charitable gifting plans that align with client goals and regulatory compliance requirements</li>
</ul><br><b>Presenters:</b><br>Daniel Johnson<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Fundamentals of charitable gifting</li>
    <li>Income and estate tax considerations for charitable giving</li>
    <li>Charitable deduction rules and limitations</li>
    <li>Structuring charitable contributions for maximum tax efficiency</li>
    <li>Advanced charitable gifting techniques</li>
    <li>Compliance and documentation requirements</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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