CPAacademy.org | SUPERCHARGING YOUR CHARITABLE GIVING

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Supercharging Your Charitable Giving

Taxes

SUPERCHARGING YOUR CHARITABLE GIVING

Available Date(s)

Monday, April 29, 2024: 9:00AM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.5 hours

Subject Area 1.5 - Taxes

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Nonprofit Professional

Course Description

According to IRS data, the top 1% of the income distribution accounted for a third of all charitable giving. Giving to charity is a no-brainer for high-net-worth and ultra-high-net-worth individuals. However, maximizing their tax savings is a different story. With phase outs, expiring carryovers, and legislative changes, taxpayers could leave thousands of dollars on the table from charitable giving deductions.

In this webinar we'll discuss the various tax rules regarding charitable giving along with tax strategies to supercharge tax deductions.

Learning Objectives:

Recognize the various limitations to deducting charity

Identify the proper vehicle to enhance charitable donations: donor advised funds, private foundations, and charitable trust

Evaluate the proper timing of charitable giving to maximize deductions

Jeremias Ramos

DDK & Company LLP
Tax Manager
jramos@ddkcpas.com
(516) 277-9780

Jeremias is a Tax Manager with DDK &Company LLP. Jeremias is also the Editor-in-Chief of The Daily CPA, a blog focusing on tax, accounting and finance topics for young professionals. He enjoys helping his peers in the millennial CPA world break down complex tax tasks into step-by-step processes.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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About Our Presenter

DDK & Company is dedicated to being more than a CPA firm that focuses solely on minimizing taxes, avoiding penalties, and preparing financial statements. We are committed to helping you build and manage your business, as well as take care of your personal financial concerns. We balance our hand holding approach with our promise that you will receive honest, quality and useful advice, which will lead to results worthy of your time and money.