The Tax Cuts and Jobs Act nearly doubles the standard deduction for individuals and families. That simplifies the filing process for millions of Americans, but it also complicates giving strategies for many who have made a habit of deducting their charitable contributions. Justin Miller explores the new normal for generous Americans. Using actual client experiences, he shows how to help donors evaluate their options and make good decisions about tax-effective giving. During the program, you’ll get an in-depth look at charitable IRA rollovers, legacy IRAs, lifetime CRATs, charitable gifts from trusts and estates, private foundation investment tax, donor-advised fund distribution requirements, program-related and SRI investments, and “charitable LLCs.”
What you'll learn:
1. Understand giving trends and innovations set in motion by the Tax Cut and Jobs Act.
2. Help donors align their own wealth planning needs and philanthropic desires with new giving strategies and opportunities.
3. Motivate donors to take action when they need to change their approach to giving