Some clients are passionate about a social issue and want to support organizations that further their charitable goals. Other clients simply want a tax deduction. Either way, there is a myriad of ways to make a charitable gift, each with its own unique tax characteristics and potential pitfalls. The estate planner will need to be well versed in these rules to help guide the client to the best result. This presentation will give an overview of the income, gift, and estate tax charitable deductions and planning tips for both lifetime and testamentary charitable gifts.

CLE CREDITS: This program has been submitted for 1 General CLE Credit.

The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee's responsibility to complete the accreditation outside of Colorado.

CBA-CLE will email webinar access information 24-48 hours before the program.

Home studies will be available 2-3 weeks following the live program.

CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.