In this webinar we will review some of the changes to charitable giving strategies since The Tax Cuts and Jobs Act of 2017. While the TCJA may have simplified the filing process for some tax payers, it also made significant changes to tax rates, deductions and credits. Some of the items that will be covered include:
Participants will learn basic concepts about charitable giving since the TCJA of 2017 and the tools and methods used to make charitable donations during an individual's lifetime.
This session eligible for 1 credit hour of Payroll, Finance, Bookkeeping and Bill Paying toward CDMM® recertification.
Intended Audience:
Anyone wanting a better understanding of the charitable giving landscape and the vehicles that can be most effectively used for giving.
Presenter: Michael L. Thompson, CAP®, AEP®, AIF®
Mr. Thompson is one of the partners and the Senior Wealth Advisor at Copper Leaf Financial, LLC, a registered investment advisor based in Vermont. Copper Leaf is a fee-only fiduciary firm and part of the Davis & Hodgdon Associates, CPAs family of firms. Mr. Thompson is a holistic financial planner with over 20 years of experience working with wealthy families. He spends his days helping clients make smart decisions with their money, minimize the impact of income and estate taxes, transfer assets to the next generation, make significant charitable gifts and align their money with their values.
Questions: Email AADMM Registration Office: registration@aadmm.com.