Audio/Web Conference: Charitable Planning after ATRA – New Planning Ideas for 2014
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.
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The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
*You must participate in the live event to get CLE credit. Click here for applicable MCLE approvals.
This webinar will examine the effects of the American Taxpayer Relief Act on charitable giving planning and what new strategies can be used to achieve clients' charitable planning goals. The program will focus on these main areas: Lifetime vs. Testamentary Gifts; Tailoring Gifts and Bequests to Meet Client-Specific Goals; Gifts of Unusual Assets (patents, copyrights, insurance and fractional interests in art); and Charitable Planning for the Closely Held Business. There will be a live audience question and answer session at the end of the program.