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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


Sponsored Education Online: Charitable Giving and Planning Strategies

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: www.learningmarket.org.

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:

Alabama
Alaska
Arkansas
California
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Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
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Mississippi
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Montana
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Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
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Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

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

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Original Air Date Archives Level CE Credits*
Thursday, 08/22/13
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

Order Archive
Charitable Giving and Planning Strategies
Archive: $
Total: $
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Program Overview

The presentation covers charitable donations and planned giving, including some of the tax considerations. An overview of the income tax deductibility of charitable donations will be provided, including requirements for the substantiation of charitable deductions and how the Pease limitation on itemized deductions may impact charitable deductions. Testamentary charitable donations also will be covered. Strategies we will look at include the use of Charitable Remainder Trusts, Charitable Lead Trusts, Charitable Gift Annuities, charitable giving using life insurance, and Wealth Replacement Trusts.

Attendees will Learn:

  • Income tax deductibility rules around charitable donations
  • Using charitable trusts to help clients achieve their charitable goals and estate planning objectives
  • Charitable giving through the use of life insurance

Featured Speaker:

Michael Geeraerts, JD, CPA, is an advanced planning consultant at The Guardian Life Insurance Company of America (Guardian). He provides Guardian financial representatives with consultations on business, estate, and tax planning cases. Michael has been a speaker at agency trainings and continuing education seminars for CPAs. Prior to joining Guardian, Michael was an audit manager at PricewaterhouseCoopers LLP and also performed tax consulting at KPMG LLP. Additionally, he previously worked for a federal judge and a few law firms. He is a member of the New York Bar, AICPA, and the Society of Financial Service Professionals.