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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012

Audio/Web Conference: Charitable Planning after ATRA: New Planning Ideas for 2014 – Part 2

CPE CE Credit Approvals

The recommended number of CPE credit hours is: 1

The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.

The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.

The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:

District of Columbia
North Carolina
North Dakota
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Puerto Rico
Rhode Island
South Carolina
South Dakota
West Virginia

There are no formal registration requirements for course providers in the balance of the states.

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Original Air Date Video Archive Level CE Credits
Wednesday, 03/05/14
12:00 noon – 1:00 p.m. ET
Access Archive Video Intermediate CLE*: 1 hr
CLE Course Approvals
[Password provided in your registration email]

*You must participate in the live event to get CLE credit. Click here for applicable MCLE approvals.

Co-produced with the
American Cancer Society


Program Overview

This program is the second in a 4-part series on charitable giving after The American Taxpayer Relief Act (ATRA). Building on the groundwork laid in Part 1, Part 2 takes a more "how to" approach. Panelists will identify several uniquely charitable situations and suggest strategies that will work in the post-ATRA era to help clients make charitable distributions to realize their goals while minimizing taxes. The program will provide summaries of planning strategies that have either been revised, deleted, or in some other way changed because of ATRA. Specific topics include: grantor charitable trusts, charitable bailouts, remainder trusts, Medicare tax and charitable giving, among others. Panelists also will look at how the final IRS regulations issued on November 26, 2013 change how estates passing to charity and charitable remainder trusts treat net income for purposes of the section 1411 tax on net investment income.

Attendees will learn:

  • What ATRA has done to change the world of charitable giving
  • The "nuts and bolts" of making charitable donations under ATRA
  • Strategies that support charitable giving while minimizing taxes
  • Uses of grantor charitable trusts, charitable bailouts, Medicare tax and charitable giving, and more

Featured Speakers:

Lawrence P. Katzenstein, J.D., is a nationally known authority on estate planning and planned giving. He divides his practice between representation of wealthy individuals in estate planning matters and serving as outside counsel to planned giving programs at charitable organizations nationwide. He is also the creator of Tiger Tables actuarial software, widely used around the country by lawyers and accountants.


Martin Shenkman, J.D., is a widely quoted expert on tax matters. His practice focuses on the areas of estate planning, tax planning, closely held business taxation, business transactions, and estate administration. He has published thirty-four books and more than seven hundred articles.


Richard M. Weber, MBA, CLU®, AEP® (moderator) was the 2012-2013 President of the Society of Financial Service Professionals. A 46-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 300 articles, his most recent research, Life Insurance as an Asset Class , co-authored with Christopher Hause, received the 2008 Academy of Financial Services "Best Paper" award. Mr. Weber, a member of the Society of Financial Service Professionals for 40 years, has been honored with the Society's Kenneth Black, Jr. Leadership Award.

Program Archive

This program will be archived and accessible online about a week after the live event and will include both the audio portion and PowerPoint slides. All members will have access to the archived program.

How Audio/Web Conferences Work

All you need to participate in an audio/web conference is a computer with internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the web presentation, you have the option to listen only over the phone.

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