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

 

 

 

As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought after speaker for tax, estate planning and charitable giving topics at major conferences throughout the country. In addition, Mr. Miller has published numerous articles, and he has been quoted as an industry expert in a variety of publications. He received a master of laws in taxation and a juris doctor from New York University School of Law and a bachelor’s degree, with honors, from the University of California at Berkeley.